Assets Under Management
$622.0M
Number of Clients
256
Number of Advisors
11
Average Client AUM
$2.4M
AUM per Advisor
$56.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Laffer Tengler Investments offers discretionary investment advice to separately managed accounts, wrap fee program participants, and serves as a non-discretionary model provider. They also act as a sub-adviser to an exchange-traded fund. Investment strategies incorporate quantitative modeling and economic forecasting.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
103 Murphy Court, Nashville, TN, 37203