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
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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.
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Mathew is an associate at Lucius Partners LLC, a consulting management firm, since January 2020. He spends about 10-20% of his time on duties including communicating with board members, research, creating presentations, and assisting with the website.