Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM's investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually. Financial planning and consulting services are offered with hourly fees ($150-$300/hour), fixed fees ($300-$3,000), or ongoing fixed fee retainers ($300-$3,000 annually). LWM may receive a fee share from independent money managers they recommend. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
521 Fifth Ave, 12th Floor, New York, NY, 10175
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Henry is a member of Staq Partners, LLC, an investment/advisory services firm, but has a passive interest and spends minimal time on it. He also works as a soccer coach and chess coach, dedicating about 10-20% of his time and minimal time respectively to these activities.