A complete list of active advisors currently associated with Lurie Davis Wealth Management LLC
Warmer can help you find a great advisor at Lurie Davis Wealth Management LLC or one who fits your needs even better.
Lurie Davis Wealth Management LLC provides customized investment management and financial planning to high‑net‑worth individuals, pension and retirement plans, business owners, and families. The firm offers ongoing investment advice, written financial plans, retirement and college planning, and related services, and reports managing about $4.64 million of client assets on a non‑discretionary basis. The firm’s investment approach centers on broad asset allocation using mutual funds and exchange‑traded funds, with analysis that can include fundamental, technical, and cyclical methods and periodic (typically quarterly) account reviews. LDWM documents client goals and investment policy statements, works with clients to set risk tolerance and time horizons, and leaves trading and proxy voting authority with clients rather than exercising discretionary authority. Distinctive features in the brochure include explicit service to pension and retirement plans and a mix of fee arrangements beyond standard percentage‑of‑AUM billing, such as hourly planning engagements, a negotiable retainer option, and a gross‑income based fee method intended to broaden access. The firm does not participate in wrap fee or soft‑dollar programs, does not accept performance‑based fees, and maintains a Code of Ethics and personal‑trade reporting reviewed by its Chief Compliance Officer.
To learn more about the advisors currently working at Lurie Davis Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lynn, MA
| 19
|
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