Lotus Asset Management Limited Liability Company's Form ADV discloses 1.00% on the first $2 million, 0.75% on the next $3 million, 0.50% on the next $20 million, and 0.25% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #277030), Lotus Asset Management Limited Liability Company is subject to fiduciary duty under federal law.
Lotus Asset Management Limited Liability Company serves 29 high-net-worth clients according to their SEC filing dated September 9, 2026. View client details ↓
According to their SEC Form ADV, Lotus Asset Management Limited Liability Company offers portfolio management for individuals. View all service details ↓
Lotus Asset Management Limited Liability Company manages $121 million in client assets according to their SEC filing dated September 9, 2026.
According to their SEC Form ADV, Lotus Asset Management Limited Liability Company serves high-net-worth individuals. View client details ↓