Lgt Financial Advisors LLC
Assets Under Management
$359.3M
Number of Clients
136
Number of Advisors
4
Average Client AUM
$2.6M
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LGT Financial Advisors LLC offers investment advisory services on a discretionary or non-discretionary fee basis. They also provide financial planning and consulting services on a stand-alone fee basis. The firm may recommend unaffiliated private investment funds and separately managed account programs. They may engage sub-advisors for client account management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. For financial planning and consulting services, fees are negotiable, generally ranging from $3,000 to $20,000 annually or $350 to $395 hourly. Fees are negotiable based on factors like assets invested, complexity, and servicing needs. Similar clients could pay different fees.
Areas of Practice
Location
2626 Howell St, Suite 700, Dallas, TX, 75204