Lavoie Wealth Advisors offers customized wealth management services, combining discretionary investment management with comprehensive financial planning. Lavoie Wealth Advisors works closely with clients to understand their financial goals, risk tolerance, and time horizon before building diversified portfolios using exchange-traded funds, mutual funds, and individual stocks. In addition to managing investments, Lavoie Wealth Advisors provides guidance in areas such as retirement planning, personal savings, and education savings. The firm operates as a registered investment advisor legally required to act in your best interest, serving individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $8.0M | 0.80% |
| $8M+ | 0.60% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management.