Portfolios



Lotusment Portfolios

Lotusment offers two levels of Portfolios to choose from. Each offers a balance of assets allocation unique to our products.

L1 Portfolio: 0.5% AUM Fees

  • Containing ETFs
  • Implementing asset allocation with Equity, Sector and Bond ETFs

L2 Portfolio: 1.25% AUM Fees

  • ETFs and
  • Selected Stocks from S&P500, Nasdaq100, Dow Jones 30 and Russell 1000 indexes

Third-Party Asset Management /

Sub-Advisor Programs

We recommend and monitor Third-Party Advisors providing Separately Managed Account (SMA) strategies.

The recommendation will depend on your circumstances, goals and objectives, desired strategy, account size, risk tolerance, and other factors.

Morningstar

Morningstar Investment Services, Inc. provides advisors with an investment management program called Morningstar® Managed Portfolios℠ (MMP). Morningstar Inc. and its subsidiaries are a global leading provider of independent research.

  • Wide range of asset allocation, ESG and Tax Sensitive portfolios
  • No-load mutual fund portfolios, ETF portfolios as well as individual Select Stocks portfolios.
  • Charles Schwab/Fidelity/Pershing as a custodian.
Brochure:  Morningstar Managed Portfolios

Envestnet

Envestnet is the biggest Third-Party Asset Management platform. As of December 31, 2021, the Envestnet platform supports over 108,000 financial advisors, 17.5 million investor accounts, and more than $5.7 trillion in assets.

  • 100+ strategists (like BlackRock, Clark Capital, Goldman Sachs, Vanguard .. ) with ETF and mutual fund model portfolios
  • 1600+ SMA strategies involving Select Stocks and Bond portfolios.
  • Charles Schwab as a custodian.
Brochure:  Envestnet

Orion Portfolio Solutions

Since 2001, Orion Portfolio Solutions has provided clients access to expertly-designed model portfolios. Its parent company Orion Advisor Solutions, is the premier provider of financial advisor technology and investment solutions, powering 2,000+ advisory firms’ independence and growth with more than $1 trillion in assets.

  • 50+ strategists (like Brinker Capital, Janus Henderson, BlackRock.. ) with ETF and mutual fund model portfolios.
  • 75+ SMA strategies involving Select Stocks and Direct Indexing.
  • Charles Schwab/TD Ameritrade/Fidelity as a custodian.
Brochure:  Orion Portfolio Solutions

Zacks Investment Management

Zacks Investment Management is an independent, boutique wealth management firm, established in 1992 as a wholly owned subsidiary of one of the largest and most influential independent research firms in the U.S., Zacks Investment Research.

  • 5 equity SMA strategies with personalized portfolio construction, tax loss harvesting, wash-sale avoidance and tax-efficient transactions.
  • 6 ETF models ranging from Conservative to Ultra Aggressive .
  • Charles Schwab as a custodian.
About:  Zacks Investment Management

AUM Fees

Mutual Fund / ETF Portfolios

Platform/Model
Lotusment fees
Platform fees
Total Client fees

Lotusment L1 Portfolio

0.5%

n/a

0.5%

Morningstar Managed Portfolios

0.75%

Up to 0.3%

Up to 1.05%

Envestnet Platform

0.75%

Up to 0.5%

Up to 1.25%

Orion Portfolio Solutions

0.75%

Up to 0.5%

Up to 1.25%

Zacks Investment Management

Up to 0.95%

<- Included here

Up to 0.95%

Select Equity Portfolios

Platform/Model
Lotusment fees
Platform fees
Total Client fees

Lotusment L2 Portfolio

1.25%

n/a

1.25%

Morningstar Managed Portfolios

0.75%

Up to 0.55%

Up to 1.3%

Envestnet Platform

0.75%

Up to 0.85%

Up to 1.6%

Orion Portfolio Solutions

0.75%

Up to 0.75%

Up to 1.5%

Zacks Investment Management

Up to 1.05%

<- Included here

Up to 1.05%

We advise clients with account size as low as $5,000

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