LFG Wealth Partners offers personalized investment management services. They work with clients to understand their financial situation, goals, and risk tolerance, then develop a strategy for managing their assets. LFG manages accounts primarily on a discretionary basis, meaning they can make trades without asking first. They offer model portfolios and direct asset management services. LFG also provides investment advisory and consulting services to Plan Sponsors of ERISA plans.
Assets Under Management$190M
Clients360
Advisors10
Avg. per Client$530K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.30% |
| $2.5M+ | 1.00% |
LFG combines the account values of family members living in the same household to determine the applicable advisory fee. LFG also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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