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Our Story

Filling an Unmet Need

Lotus Asset Management was created to fill an unmet need in the wealth management industry. While countless firms offer financial advice, many clients remain underserved and dissatisfied with their current services. Those not in the coveted “Ultra-High-Net-Worth” (UHNW) category of $20MM+ often face significant annual fees, commission charges, account fees, planning fees, and other confusing costs that erode their principal investments before they have a chance to grow. Beyond that, many advisors lack the expertise or experience to properly handle their clients’ needs, often focusing more on acquiring new clients. These advisors are frequently restricted to using only their firm’s products, limiting clients to a small subset of investments that may not be best suited to their needs. As a result, overcharged clients often receive lackluster service and underperform relative to their potential.

A Different Approach

Bringing Expertise to Every Client

At Lotus Asset Management, we are different. Our team has spent their entire careers at major financial institutions managing wealth for UHNW clientele who demand a very high level of service and no-nuisance fees. We bring that same experience and attention to detail to every client, while leaving behind the institutional dependence and limitations of big banks. Every client who walks through our doors receives a comprehensive evaluation of their current portfolio and a thorough financial plan designed to achieve their goals before we even begin to discuss suitable investments. As a fee-only service provider, our objective, client-first viewpoint allows us the freedom to focus solely on what is most appropriate for each client. We grow with our clients, not from them.