Stanley Laman Group, Ltd. is a registered investment advisor founded in 1991 and based in Berwyn, Pennsylvania. The firm offers portfolio management and financial planning services, including individual investment analysis, estate planning, business planning, and insurance reviews. Stanley Laman Group manages various investment strategies ranging from exchange-traded fund allocations and equity portfolios to international and emerging market partnerships. Portfolios are customized or selected to match client objectives such as growth, income, total return, or specific sector exposure. The firm serves individuals, high-net-worth investors, corporations, trusts, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $30.0M | 0.85% |
| $30M+ | 0.70% |
Rates shown are for separately managed accounts. Exchange-traded fund allocations are charged at 0.65% annually, and international opportunities partnerships are charged at 1.95% annually. Fees may be negotiable.