L&S Advisors offers investment management services on a discretionary basis, tailoring strategies to client needs. They primarily use stocks, bonds, ETFs, and other investments. L&S also provides financial planning, covering retirement, investments, estate planning, taxes, and more. For retirement plans, L&S offers consultation and investment advisory services. L&S manages accounts in wrap fee programs sponsored by other financial services firms.
Fee Structure
L&S Advisors charges a percentage of your portfolio each year for investment management. The rate ranges from 0.25% to 1.50% annually, depending on the size of your portfolio and the complexity of services. Some accounts, including employee accounts, may have different fee schedules based on prior agreements. Fees are negotiable based on factors like account size and related accounts. For Tactical Equity ETF accounts under $25,000, L&S waives its management fee and allocates all funds to SPY, the SPDR S&P 500 ETF Trust.