Lxg Wealth Advisory LLC
Assets Under Management
$1.6B
Number of Clients
71
Number of Advisors
9
Average Client AUM
$23.0M
AUM per Advisor
$181.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Althum Advisors LLC offers investment advisory services to high-net-worth individuals, families, estates, trusts, corporations, and other qualified entities, primarily in Latin America. The firm assists clients in defining investment objectives and designs individualized strategies with unique asset allocations. Services include asset allocation analysis, instrument and security selection, performance reporting, and portfolio monitoring on both a discretionary and non-discretionary basis.
Fee Structure
Althum Advisors charges an advisory fee, typically ranging from 0.35% to 1.00% of total assets under management. The fee can also be a fixed amount. A minimum annual advisory fee may apply in some cases. Fees are negotiable based on portfolio complexity, size, and services provided. Fees are generally calculated and billed quarterly in advance. Clients may incur brokerage commissions and other transaction costs.
Areas of Practice
Location
1441 Brickell Av. Suite 1016, Miami, FL, 33131