Stanley-Laman Group LTD.

Assets Under Management

$979.3M

Number of Clients

308

Number of Advisors

1

Average Client AUM

$3.2M

AUM per Advisor

$979.3M

Compensation

Fee-Only (AUM)

About This Firm

Stanley Laman Group, Ltd. provides portfolio management and financial planning services. Portfolio management focuses on meeting investment objectives or accessing specific market sectors. Financial advisory includes investment analysis, estate, business, and insurance planning. They manage both discretionary and non-discretionary assets.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $15.0M1.00%
$15.0M - $30.0M0.85%
$30M+0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness Owners
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Location

1235 Westlakes Dr, Suite 295, Berwyn, PA, 19312

1 Advisors at this firm

Stanley-laman Group Ltd. | TrueAdvisor