LCW Planning and Investments offers customized investment advice and financial planning to individuals and high net worth individuals. LCW creates investment portfolios using exchange-traded funds and mutual funds, and may also use individual stocks, bonds, or options. LCW also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings. LCW may recommend unaffiliated investment managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable for accounts over $20,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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