Assets Under Management
$277.5M
Number of Clients
735
Number of Advisors
N/A
Average Client AUM
$377K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
LPF Advisors provides discretionary and non-discretionary asset management, ERISA plan services, and financial planning (full plans, hourly consultations, ongoing planning). They may use sub-advisors or refer clients to third-party money managers. Waypoint Advisors is an affiliate.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees may be negotiable. Accounts within the same household are combined for a reduced fee.
2601 Cattlemen Road, Suite 302, Sarasota, FL, 34232