Lotus Oak Capital Institute offers financial planning and portfolio management services. Financial planning covers areas like cash flow, retirement, education funding, risk management, estate planning, and tax awareness. Portfolio management is typically discretionary, where Lotus Oak buys and sells securities without prior approval, but non-discretionary management is available upon request. Lotus Oak also provides retirement plan advisory services.
Assets Under Management$5K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are negotiable at our discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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