Portfolios Designed Around You


Intro:

At Lotusment Advisors, we offer customized portfolio solutions that align with your goals, time horizon, and risk tolerance. By partnering with respected third-party managers and platforms, we give our clients access to institutional-quality strategies not always available to retail investors.

Why Work With Us:

  • Professionally managed investment strategies
  • Broad diverscation across asset classes and styles
  • Access to industry-leading managers and research
  • Ongoing monitoring and portfolio reviews with Lotusment as your fiduciary advisor




Lotusment Portfolios

Lotusment offers two core portfolio tiers:

L1 Portfolio: 0.75% AUM Fees

  • Includes ETFs & Mutual Funds

L2 Portfolio: 1.25% AUM Fees

  • Includes ETFs & selected stocks

Third-Party Asset Management /

Sub-Advisor Programs

We partner with select third-party managers and platforms to offer institutional-quality strategies through separately managed accounts (SMAs), model portfolios, and unified account structures.

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
Brochure:  AssetMarkBrochure:  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/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

Platform/Model
Fees

Lotusment L1 Portfolio

  • ETFs
  • Mutual Funds

0.75%

Lotumsnt L2 Portfolio

  • ETFs
  • Mutual Funds
  • Stocks

1.25%

Third-Party Adviser / Strategist Program

  • Managed accounts and
  • Model portfolios through independent investment managers or platforms

Lotusment Fee: Up to 1.0%

Total Fee (Including Third-Party & Platform fees)

Not to Exceed 1.6%

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

Contact Us