LGT Financial Advisors provides investment advice and, upon request, financial planning and insurance consulting. They offer both discretionary and non-discretionary investment advisory services. Financial planning covers investment and non-investment matters like estate and insurance planning. LGT may recommend other professionals, but clients make all final decisions. Clients should promptly notify LGT of any changes to their financial situation or investment objectives.
Assets Under Management$360M
Clients136
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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