LSF Capital offers investment management services, where they work with clients to determine their financial needs and goals, and then create a suitable investment strategy. They may recommend unaffiliated sub-advisors. LSF Capital also offers professional referral services, recommending unaffiliated investment platforms to investors. LSF Capital is affiliated with an insurance agency, LS Financial Group, LLC, creating a potential conflict of interest.
Assets Under Management$4.6M
Clients43
Advisors1
Avg. per Client$110K
Avg. per Advisor$4.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the scope and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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