Lotusment Portfolios
Lotusment offers two levels of Portfolios to choose from. Each offers a balance of assets allocation unique to our products.
L1 Portfolio: 0.75% AUM Fees
- Containing ETFs & Mutual Funds
- Implementing asset allocation with Equity, Sector and Bond ETFs & Mutual Funds
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.
AssetMark
AssetMark is a $127 billion Turnkey Asset Management Platform that has been around since 1996, and was voted America’s Top Overall TAMP in 2024 by financial advisors. We leverage their deep due diligence into investment strategies and money managers to build custom portfolios, tailored to our clients individual needs.
- AssetMark has acquired Morningstar Managed Portfolios
- Access to best-in-class Turnkey, ETF, MF, Individual Security, and Custom Portfolios Strategies
- Performs ongoing Due Diligence on this highly curated selection of Investment Solutions
- AssetMark Trust/Charles Schwab/Fidelity/Pershing as a custodian
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.
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/Fidelity as a custodian.
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.
AUM Fees
Mutual Fund / ETF Portfolios
Platform/Model
Lotusment fees
Platform fees
Total Client fees
Lotusment L1 Portfolio
0.75%
n/a
0.75%
AssetMark
0.75%
Up to 0.5%
Up to 1.25%
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 1.05%
<- Included here
Up to 1.05%
Select Equity Portfolios
Platform/Model
Lotusment fees
Platform fees
Total Client fees
Lotusment L2 Portfolio
1.25%
n/a
1.25%
AssetMark
0.75%
Up to 0.75%
Up to 1.5%
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 1.15%
<- Included here
Up to 1.15%
We advise clients with account size as low as $5,000