Nancy Caven Tengler

Laffer Tengler Investments, INC.

9 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Laffer Tengler Investments, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

256 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$622.0M

Fee Structure

Minimum Investment:$3M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $3.0M	1.15%
$3.0M - $5.0M	1.00%
$5.0M - $10.0M	0.90%
$10.0M - $20.0M	0.75%
$20M+	0.75%

Fees negotiable for accounts over $20,000,000. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Incline Village, NV

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History

Regulatory History (1)

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Regulatory

November 2004

Final

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Employment History

Current Registrations

Laffer Tengler Investments, INC.

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Butcherjoseph Asset Management, LLC

April 2019 - April 2020 · 1 yr

Fremont Investment Advisors INC

November 2000 - June 2003 · 2 yrs 7 mos

State Registrations3 states

AZNVTX

Advisor

Exams

No exam information available for this advisor.