Lpf Advisors, LLC
Assets Under Management
$277.5M
Number of Clients
735
Number of Advisors
N/A
Average Client AUM
$377K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LPF Advisors, LLC provides discretionary and non-discretionary asset management, ERISA 3(21) fiduciary services, and financial planning (full plans, hourly consulting, ongoing planning). They may use sub-advisors or refer clients to third-party money managers. Waypoint Advisors is an affiliated IAR.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.45% |
Fees may be negotiable. Accounts within the same household are combined for a reduced fee.
Fee Estimator
LPF Advisors charges an annual investment advisory fee based on assets under management. For LPF Portfolios, the fee ranges from 1.25% on assets up to $499,999 to 0.45% on assets of $3,000,000 and up. Waypoint Advisors Customized Portfolios have a different fee schedule. Fees may be negotiable for family members, firm employees, and client business relationships. Financial planning fees range from $2,500 to $10,000 for a full financial plan. Hourly consultation services are offered at $150-$300 per hour. Ongoing financial planning services range from $1,500 to $10,000 annually.
Areas of Practice
Location
2601 Cattlemen Road, Suite 302, Sarasota, FL, 34232