Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM charges an annual investment management fee based on a percentage of assets under management, varying by account size and custodian. Fees are debited quarterly. The fee is calculated on total assets minus any option balance and includes balances for securities holdings purchased on margin. Fees may be waived or negotiated lower for certain clients. Minimum investment amounts apply to certain portfolios.
Areas of Practice
Advisor Information
Office location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789
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
Jeroen works as a pilot for Helicopters Inc. in Orlando, FL, dedicating about a quarter of his time to this role, including some time during trading hours.