L&S Private Wealth provides financial planning, consulting, and investment management services. Financial planning covers business, trust, estate, insurance, retirement, tax, cash flow, and education planning. Investment management involves allocating assets among mutual funds, exchange-traded funds, structured notes, annuities, alternative investments, and third-party investment managers. L&S tailors its services to each client's needs and investment objectives.
Fee Structure
L&S Private Wealth charges an annual fee based on a percentage of your portfolio. This fee includes L&S's advisory fee (which is negotiable up to a maximum of 1.6%) and, if used, a non-negotiable fee for the model manager and platform. The specific fees are detailed in your investment advisory agreement and are paid quarterly, either in advance or arrears, depending on the custodian. The fee is based on the market value of your investments on the last day of the previous quarter.