Assets Under Management
$1.5B
Number of Clients
644
Number of Advisors
11
Average Client AUM
$2.4M
AUM per Advisor
$139.5M
Compensation
Fee-Only (AUM)
L. Roy Papp & Associates provides customized investment management services, primarily to high-net-worth individuals, trusts, estates, and retirement plans. They invest in domestic stocks, bonds, ETFs, and mutual funds, tailoring portfolios to individual client goals, risk tolerance, and cash flow needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
LRP may waive or negotiate lower fees for employees, employees’ family members and certain clients.
2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016