Lotus Oak Capital Institute is a registered investment advisor based in California, founded by Adam M. Goyer. The firm offers comprehensive and modular financial planning, discretionary or non-discretionary portfolio management, and retirement plan advisory services for individuals, families, businesses, and retirement plans. Portfolio management services utilize exchange-traded funds, mutual funds, government securities, and individual equities or bonds, tailored to each client's goals and risk tolerance. The firm also accommodates reasonable investment restrictions and provides ongoing advice and monitoring.
Assets Under Management$220K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$220K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are prorated and billed in arrears. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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