Assets Under Management
$7.7B
Number of Clients
587
Number of Advisors
30
Average Client AUM
$13.0M
AUM per Advisor
$255.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Laird Norton Wetherby Wealth Management (LNW) provides personalized wealth management services to high-net-worth individuals and families. Services include investment management, wealth planning, and collaborative professional services, such as estate, financial, and tax planning. LNW formulates an investment policy statement (IPS) to guide investment recommendations. LNW may recommend investments in private securities and/or hiring third party investment managers.
Fee Structure
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.
Areas of Practice
Location
580 California St., San Francisco, CA, 94104