Lasting Wealth Principles (LWP) manages investment portfolios based on clients' individual needs and goals. LWP also offers project-based financial planning on topics like retirement, risk management, college savings, and estate planning. LWP also provides ongoing comprehensive financial planning for a fixed quarterly fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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