LTS Wealth Management offers investment advice tailored to your goals, financial situation, and risk tolerance. This includes developing investment strategies, asset allocation, and selecting investments like stocks, bonds, and mutual funds. They also offer financial planning services covering retirement, tax-efficient investing, budgeting, and planning for life events. Services can be provided with or without LTS Wealth Management having the authority to make trades without asking you first.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual advisory fee is 1.25% of assets under management, though the actual fee charged may be lower. Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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