H. L. Lichstrahl & Company is a registered investment advisor founded in 1997 and based in Arlington, Virginia. The firm focuses on long-term, value-oriented investing, primarily targeting undervalued domestic equities, government debt, and corporate bonds. H. L. Lichstrahl & Company tailors investment portfolios to meet client goals, such as generating current income or accommodating personal philosophical preferences, but does not provide standalone financial planning services.
Assets Under Management$82M
Clients28
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable depending on services provided, account composition, assets under management, and overall scope.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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