LionsBridge Wealth Management (LBWM) offers investment management services to individuals, businesses, trusts, and non-profit organizations. LBWM works with clients to understand their financial goals, time horizon, liquidity needs, and risk tolerance. LBWM then suggests a strategic asset allocation model and drafts an investment policy. LBWM also offers limited retirement planning as part of its investment management services.
Assets Under Management$130M
Clients68
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
LionsBridge Wealth Management's fees are based on the value of your portfolio. The fees are calculated on the average monthly balance in the account and deducted on the first day of the following month. The specific fee you pay depends on the size of your account:
- Less than $1 million: 1.00%
- $1 million - $2 million: 0.90% - 1.00%
- $2 million - $5 million: 0.75% - 0.90%
- $5 million - $10 million: 0.50% - 0.75%
- Over $10 million: Negotiable
All fees are subject to negotiation.
Loading...