LNW charges fees based on a percentage of assets under management or a fixed retainer fee. Annual fees typically range between 0.30% and 0.90% of total assets managed. Fee arrangements, schedules, and account minimums are negotiable. Employees and their families may receive discounted fees. LNW does not receive compensation from the sale of securities. Clients also pay transaction fees, custodial fees, and direct investment manager fees.
580 California St., San Francisco, CA, 94104
Get directionsNo 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 →