Lsf Capital LLC
Assets Under Management
$4.6M
Number of Clients
43
Number of Advisors
2
Average Client AUM
$107K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
About This Firm
LSF Capital LLC provides investment management services tailored to individual client needs, goals, and risk tolerance. They offer professional referral services to unaffiliated investment platforms. The firm manages client portfolios with discretionary and non-discretionary options, utilizing various investment instruments.
Fee Structure
LSF Capital's annual investment management fee is negotiable, up to a maximum of 1% of assets under management. Billing occurs monthly or quarterly in arrears. Clients may also pay fees to sub-advisers if those services are utilized. Clients are responsible for third-party fees associated with investing. LSF Capital is compensated by unaffiliated investment advisors for referral services.
Areas of Practice
Location
5310 N.W. 33rd Avenue, Suite 114, Fort Lauderdale, FL, 33309