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Nancy Tengler

Laffer Tengler Investments, INC.
10 Years of Experience
Incline Village, NV
1 Disclosure
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Nancy Tengler is a registered investment advisor at Laffer Tengler Investments, INC., based in Incline Village, NV, with 10 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 276 clients with $800M in assets under management.

Laffer Tengler Investments, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
276 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$800.1M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.75%
$20M+0.75%

Fees for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.

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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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 10 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.
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