Lavish Financial Planning provides investment management and financial planning services. Investment management can be discretionary or non-discretionary. Financial planning is offered as a one-time engagement or ongoing service. The firm primarily advises on mutual funds and ETFs. They also offer employee benefit plan services to employer plan sponsors.
Assets Under Management$34M
Clients122
Advisors2
Avg. per Client$280K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable at the adviser's sole discretion depending on individual client circumstances. The fee includes the Third Party Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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