Lwm Advisory Services, LLC

**Summary:** LWM Advisory Services, LLC is a Florida-based investment advisor firm established in June 2014 by Tony DuBose. The firm offers tailored advisory services including portfolio management, financial planning, and consulting. Clients can choose between different programs such as Legacy Managed Portfolio I, II, and III, each with varying fee structures and services. The firm provides investment advice on a discretionary or non-discretionary basis, with a minimum investment of $100,000 for the Legacy Managed Portfolio program. Fees are based on a percentage of assets under management, with an annual fee of up to 2.00%. The firm may receive compensation from third-party investment advisors for client referrals. LWM Advisory Services does not accept performance-based fees and does not engage in side-by-side management. The firm does not vote proxies on behalf of clients and does not provide legal advice or initiate legal proceedings on behalf of clients. Clients are encouraged to review account statements from the custodian and compare them with reports provided by the advisor. The firm does not provide custody services but has the authority to deduct fees from client accounts. Clients who grant discretionary authority to the advisor allow them to make investment decisions on their behalf. The firm does not vote proxies on behalf of clients and does not provide legal advice or initiate legal proceedings on behalf of clients. LWM Advisory Services has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.