Lang Asset Management (LAM) manages investment portfolios for individuals, high net worth individuals, corporate pension and profit-sharing plans, and other institutions. LAM focuses on understanding each client's goals and objectives before making any investments. LAM uses fixed income securities, CDs, equities including ETFs, and money market funds. LAM always acts in the best interests of the clients.
Assets Under Management$17M
Clients63
Advisors1
Avg. per Client$270K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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