Assets Under Management
$4.5B
Number of Clients
567
Number of Advisors
32
Average Client AUM
$8.0M
AUM per Advisor
$141.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LNW Wealth Management offers personalized service and comprehensive wealth management, including investment management, wealth planning, and collaborative professional services. They formulate investment policy statements and tailor portfolios to each client's unique needs and goals, working closely with other advisors.
Fee Structure
LNW charges an annual fee based on a percentage of assets under management, ranging from 0.30% to 0.90%. Fees may be subject to an annual minimum. Fee arrangements, schedules, and account minimums are negotiable. Employees and their families may receive discounted fees. LNW may provide investment consulting or financial planning services on a limited engagement or special project basis, with fees set forth in an investment advisory agreement.
Areas of Practice
Location
801 Second Avenue, Suite 1600, Seattle, WA, 98104-1564