LWI Financial Review


LWI Financial, founded in 1998, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 41 advisors. LWI Financial manages $17.22 billion and provides investment advisory services for 25,320 clients (1:618 advisor/client ratio).

LWI Financial requires a $100,000 minimum investment and charges between 2.60% and 0.80% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
86
info_outline

Annual Management Fee Percent
$0 to $500,000 2.60%
$500,001 to $1,000,000 1.40%
$1,000,001 to $5,000,000 1.00%
$5,000,001+ 0.80%
Feature Value
Estimated Fees (Annual) $2,600 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $680,136
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $17.22 billion
Advisor / Client Ratio 1:618


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