Lenk Ladner Investment Solutions manages investment portfolios for individuals and organizations, primarily investing in stocks, bonds, mutual funds, and exchange traded funds. Lenk Ladner Investment Solutions maintains a conservative investment philosophy with a long-term approach towards investing, seeking total return with minimal emphasis on short term trading. The firm stresses tax efficiencies and seeks long-term accumulation of wealth while achieving a growing income stream.
Assets Under Management$310M
Clients254
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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