Stanley-Laman Group LTD.

Fee-Only (% of Portfolio)

Stanley Laman Group, Ltd. offers investment management and financial planning services. Investment management focuses on meeting specific objectives like growth or accessing particular market sectors. Financial advisory services include individual investment analysis, estate planning, business planning, and insurance review. The firm manages portfolios designed to meet various risk and return objectives.

Assets Under Management$980M
Clients308
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$980M

Fee Structure

Investment management only (planning not offered)

Stanley Laman Group's fees for managing your investments are based on a percentage of the value of your portfolio. The specific percentage depends on the type of investment and the amount invested.

  • SLG International Opportunities, L.P. — 1.95% per year
  • ETF allocation — 0.65% per year
  • SMA First $15,000,000 — 1.00% per year
  • SMA Second $15,000,000 — 0.85% per year
  • SMA Remaining Balance — 0.70% per year

These fees do not include brokerage commissions or other transaction costs.

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Location

1 Advisors at this firm