Eugene Lai is a registered investment advisor at Lai Capital Management LLC, based in Irvine, CA, with 23 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients can choose a performance-based fee of 15% of the capital appreciation for the year. This performance fee does not have a high watermark provision. Fees may be waived or reduced at LCM's discretion.
Fee Estimator
Location
930 Roosevelt Ste 302, Irvine, CA, 92620
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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.
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Eugene is a partner in Ferncroft Investment Partners LLC, which invests in real estate and securities. Some partners are clients of Lai Capital Management LLC.
Employment History
Current Registrations
Lai Capital Management LLC
State Registrations1 state
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