LBMC Investment Advisors manages investment portfolios for individuals, high net worth individuals, corporate entities, and foundations. They allocate assets among index funds, mutual funds, bonds, and other investments. LBMCIA manages accounts on a discretionary basis, meaning they make trades without asking first, but clients can set limitations. LBMCIA also addresses potential conflicts of interest related to retirement rollovers.
Assets Under Management$2B
Clients491
Advisors4
Avg. per Client$4M
Avg. per Advisor$490M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable under certain circumstances, including accounts opened for employees or family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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