Portfolio Management and Wealth Planning for You
LaChance Wealth Partners is a Registered Investment Advisor that delivers financial planning, investment management, and tax strategy so you can keep more of what you've earned.
Why LWP?
Simple.
LWP makes these complicated times easier.
Tailored.
Your investment plan is built around your goals, your future, your opportunity.
Fiduciary Duty.
Your interests come first, always.
*The Pricing calculator is for informational and entertainment purposes only, and there is no minimum amount required to engage with LaChance Wealth Partners.
The calculation above is in the ballpark, but not to be considered an offer, quote, commitment, invoice, advertisement, promise, solicitation, ... you get the idea. Consider it a rough guess of the fee LWP would charge to invest and manage your money.
General fees and other details are in our brochure. Your specific arrangement is something we document together in plain English before you make any decisions.
AUM or "Assets Under Management" is the term for the total market value of your assets managed by LWP.
It's worth noting that AUM fluctuates regularly for many reasons, including but not limited to deposits, distributions, and portfolio performance; therefore AUM for pricing purposes is a calculated daily average.
Full disclosure here.