Nancy Tengler is a registered investment advisor at Laffer Tengler Investments, INC., based in Incline Village, NV, with 9 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 256 clients with $620M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
256 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$622.0M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Incline Village, NV
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Regulatory History (1)
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Regulatory
November 2004Final
Employment History
Current Registrations
Laffer Tengler Investments, INC.
December 2019 - Present · 6 yrs 4 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
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.
Exams
No exam information available for this advisor.