H. L. Lichstrahl & Company, LLC offers investment advice tailored to individual client needs, focusing on long-term value investing. The firm primarily invests in equity securities of domestic companies, U.S. Government debt, municipal debt, and corporate debt, but may also include international equities, warrants, options, commercial paper, and mutual fund shares. The firm seeks clients with a similar objective of long-term asset growth through undervalued securities. H. L. Lichstrahl & Company does not provide financial planning services.
Assets Under Management$72M
Clients29
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$72M
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 various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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