Laffer Tengler Investments provides discretionary investment management and advisory services to individuals, personal trusts, foundations, and other clients. Founded in 1999 and based in Nashville, Tennessee, the firm builds customized stock and bond portfolios using a combination of macroeconomic forecasting, quantitative modeling, and fundamental security analysis. They offer several proprietary investment strategies focusing on dividend growth, value stocks, small-to-mid-cap equities, and specialized macro themes. In addition to direct account management, the firm participates in various wrap fee programs through third-party sponsors and provides model portfolios and sub-advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $20,000,000 are negotiable. Wrap fee program advisory portions generally range from 0.20% to 0.55%.