Andrew Lagrone
Andrew Lagrone is a CFA-designated registered investment advisor at Lathrop Investment Management Company, based in Little Rock, AR, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 234 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Management fees may be adjusted, waived or otherwise negotiated at our discretion and, therefore, certain clients may have a different fee schedule than that described above.
Fee Estimator
Location
500 Pleasant Valley Drive,, Building D-101, Little Rock, AR, 72227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a partner at Lathrop & Lagrone LLC, a security appraisal firm providing expert testimony on investment matters, since 2000. This activity requires a few hours per week.
Employment History
Current Registrations
Lathrop Investment Management Company
Previous Registrations
Lathrop Investment Management CORP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.