LT Advisors LLC provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals, risk tolerance, and time horizon. Financial planning includes evaluating your current and future financial state, covering topics like retirement, risk management, and estate planning. Clients can place restrictions on investments.
Assets Under Management$54M
Clients18
Advisors1
Avg. per Client$3M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...