LWI Financial

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Loring Ward was founded in 1990 by three financial planners in Silicon Valley who wanted to provide their clients with a better investing and wealth experience.They had a vision to build a different kind of financial services company that was based on two fundamental principles: putting investors first and helping advisors spend more time on what matters most — educating, advising and serving clients.

Managed Investing

Trust Score

Annual Management Fee Percent
$0 to $500,000 0.65%
$500,001 to $1,000,000 0.35%
$1,000,001 to $5,000,000 0.25%
$5,000,001+ 0.20%
Estimated Fees (Annual) $650 on a $100,000 portfolio
Minimum Annual Fee $0
Feature Value
Annual Management Fee Details None
Minimum Investment $100,000
Average Account AUM $632,441
Broker-Dealer Yes
Disciplinary History No
Total AUM $14.67 billion
Advisor / Client Ratio 1:580

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