Lafayette Square Wealth (LS Wealth) offers investment management services, managing client investment portfolios on an ongoing basis. LS Wealth also provides wealth management and financial planning services, assisting with retirement planning, estate planning, tax considerations, and philanthropy. Investment management services are tailored to each client’s unique timeline and objectives. LS Wealth provides investment management services on both a discretionary and non-discretionary basis.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are up to a maximum of 1.75% and are outlined in each client agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.