LOWAG charges an annual investment advisory fee based on a percentage of the market value of assets managed, ranging between negotiable and 1.75%. Financial planning and consulting services are included for investment advisory clients. Stand-alone financial planning fees range from $1,250 to $5,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable.
3730 Kirby Drive, Suite 1200, Houston, TX, 77030
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