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.
Assets Under Management$430M
Clients142
Advisors4
Avg. per Client$3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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