LVW Advisors offers investment and wealth management, financial planning, research, and consulting to high net worth individuals, trusts, estates, private foundations, and business entities. LVW Advisors can manage assets on a discretionary or non-discretionary basis, investing in mutual funds, exchange traded funds (ETFs), equity securities, corporate bonds, REITS, and certain private fund vehicles. LVW Advisors also provides customized investment advisory services to institutional clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
All advisory fees are negotiable. LVW Advisors, in its sole discretion, may require a greater annual fee than the maximum amount set forth in the table above, if the Firm deems the account size, complexity, service to be provided or other factors warrant a higher advisory fee. The Firm also reserves the right to negotiate a lesser advisory fee with certain clients based upon any of a number of criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, preexisting client, account retention, or pro bono activities.