Assets Under Management
$359.3M
Number of Clients
136
Number of Advisors
4
Average Client AUM
$2.6M
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
LGT Financial Advisors offers discretionary and non-discretionary investment advisory services, along with financial planning and consulting on a stand-alone fee basis. They may recommend unaffiliated private investment funds and separately managed accounts. Clients can access online platforms to view their complete asset allocation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
2626 Howell St, Suite 700, Dallas, TX, 75204