The Edgar Lomax Company (ELC) offers investment advisory services to individuals, banks, trusts, investment companies, estates, corporations, and retirement plans. ELC manages accounts on a daily basis, guided by each client's objectives. ELC does not participate in wrap fee programs. ELC manages client assets on a discretionary basis.
Assets Under Management$1.7B
Clients37
AdvisorsN/A
Avg. per Client$45M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The minimum initial account value and fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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