Lawson Kroeker Investment Management INC
Assets Under Management
$428.6M
Number of Clients
142
Number of Advisors
5
Avg. Portfolio per Client
$3.0M
Avg. Managed per Advisor
$85.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Lawson Kroeker provides investment management services tailored to each client's needs. They discuss your investment goals, time frame, cash flow needs, tax situation, and risk tolerance. Lawson Kroeker's investments are not limited to any specific product and may include equity securities, corporate bonds, municipal securities, and mutual funds. Lawson Kroeker also manages a mutual fund, LK Balanced Fund.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee schedule may be based on cumulative household assets under management. A negotiated fee will be considered for those accounts with restricted investment focus or special circumstances. If client assets are invested in mutual funds, the client pays Lawson Kroeker's management fee as well as the mutual fund's management fee.
Fee Estimator
Areas of Practice
Location
1926 S. 67th Street, Suite 201, Omaha, NE, 68106