LVM Capital Management offers wealth management services that combine investment management and financial planning. LVM gathers and analyzes your financial information to design an optimal wealth strategy, including account structure and tax strategies. LVM considers factors like your income, goals, and risk tolerance. Clients can place restrictions on investments. In some cases, LVM is retained for investment management only when financial planning is provided by a broker/dealer.
Assets Under Management$1.3B
Clients1,407
Advisors8
Avg. per Client$930K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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