LPR Capital offers investment advice and financial planning to individuals, trusts, and non-profit organizations. Services include guidance on selecting brokerage firms and account types, developing risk-management strategies, modeling investment returns, tax planning, and selecting investments. LPR Capital specializes in risk management, using economic and securities data to analyze risk-return profiles. They tailor investments based on individual client needs and may accommodate restrictions on certain securities.
Fee Structure
LPR Capital's fees for managing your investments are a percentage of the account's market value. For accounts where LPR Capital makes the investment decisions, the fee typically ranges from 1% to 2% per year, but it may be negotiable. For accounts where you make the investment decisions, the fee typically ranges from 0% to 1% per year, but it may be negotiable. The fee covers tasks such as managing transactions, research for estate and tax matters, and coordination with legal and accounting representatives.