L. Roy Papp & Associates, LLP
Assets Under Management
$1.5B
Number of Clients
644
Number of Advisors
11
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$139.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
L. Roy Papp & Associates (LRP) offers investment management services tailored to high-net-worth individuals, trusts, estates, pension plans, and other entities. LRP invests in domestic stocks, bonds, exchange-traded funds (ETFs), and mutual funds. Portfolio managers consider each client's time horizon, risk tolerance, and cash flow needs when designing portfolios. LRP also serves as the advisor to the Papp Small & Mid-Cap Growth Fund.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be waived or negotiated lower for employees, employees’ family members and certain clients.
Fee Estimator
Areas of Practice
Location
2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016