Full Service Ongoing Wealth Management
Our Philosophy Your Success is Our Success
As your partner in wealth management, we guide financial decisions designed to keep you and your family on the best path forward. With our strong ethical standards, transparent pricing, and a no-frills approach to business, we're all about helping you make the most of your money while protecting what matters most. We specialize in working with multi-generational clients. Over 30% of our clients (333 households out of 950 households) are part of a family group.
Looking to the Future A Comprehensive Approach
The goal of both financial planning and wealth management is to help you create a better financial future for yourself and your family. The difference is that wealth management takes a more comprehensive and delegated approach.
We stay up-to-date on the latest tax laws and regulations, so you don't have to worry about an unexpected tax burden.
Licensed & Certified
Our financial advisors are board certified financial planners with years of training and decades of experience in wealth management.
We have a diverse team of financial planners on our team, and we never hesitate to bring in specialists to collaborate if it's in your best interest.
At Your Service
Reach out to your advisor at any time to update them on changes to your life, family, goals, or finances.
Our Process Getting Started with Wealth Management
Working with Us Transparent, Upfront Pricing
Unlike most financial advisors, we believe in complete and total transparency when it comes to pricing. You won't find any hidden fees or unexpected costs here. Plus, we're able to offer special pricing for families and non-profits.
Our Fee Schedule Investment Management Fees
LRIA provides investment management services for an annual fee based upon a percentage of the market value of the assets being managed by LRIA. LRIA’s annual fee is exclusive of, and in addition to brokerage commissions, transaction fees, and other related costs and expenses which are incurred by the client. LRIA does not, however, receive any portion of these commissions, fees, and costs. LRIA’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by LRIA on the last day of the previous quarter. The annual fee is generally based on the following fee schedule:
|$0 - $249,999||1.00%|
|$250,000 - $999,999||0.85%|
|$1,000,000 - $2,999,999||0.70%|
|$3,000,000 - $4,999,999||0.50%|
|$5,000,000 - $9,999,999||0.30%|
|$10,000,000 and above||Negotiable|