Lord and Richards Wealth Management (LRWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LRWM creates an Investment Policy Statement for each client, outlining their financial situation. LRWM generally limits its investment advice to fixed income securities, equities, and ETFs. LRWM requires authority to make trades without asking first.
Assets Under Management$130M
Clients1,228
Advisors9
Avg. per Client$100K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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