Locus Wealth Management (LWM) offers wealth management, which includes investment management and financial planning, and financial planning services. LWM creates investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. LWM may recommend third-party professionals but receives no compensation from them.
Assets Under Management$8.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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