Lawrence Lepard is a registered investment advisor at Ema Sma LLC, based in Naples, FL, with 4 years of industry experience. Lawrence 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 2 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EMA SMA charges an annual fee based on the value of your portfolio, along with a performance fee. The annual fee ranges from 1.00% to 2.00% of the value of your portfolio. In addition, if your portfolio increases in value above a certain hurdle rate, you will pay 15.00% to 20.00% of that increase. This fee structure is only available to "qualified clients" who meet certain wealth or professional requirements.
Location
4850 Tamiami Trail North, Suite 301, Naples, FL, 34103-3034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lawrence is the sole member and manager of Equity Management Associates, LLC, an exempt reporting adviser, and EMA Garp GP, LLC. He also serves as a managing member of EMA Garp Fund, LP and as a board member of LAVRAS and Rise Gold Corp.
Employment History
Current Registrations
Ema Sma LLC
State Registrations1 state
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