La Jolla Asset Management offers customized investment portfolios based on individual client needs and risk preferences. The firm works with clients to determine their goals and objectives, then builds portfolios using individual securities tailored to those needs. La Jolla Asset Management uses a business-based approach to investing, drawing on experience in business decision-making and understanding investor needs.
Assets Under Management$49M
Clients32
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees for portfolios greater than $1,000,000 are negotiated. Income portfolios are charged 1% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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