Loudon Investment Management provides continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on the client's objectives, time horizon, risk tolerance, and liquidity needs. Loudon Investment Management manages accounts on a discretionary or non-discretionary basis and offers advice on various securities.
Assets Under Management$220M
Clients79
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable on larger portfolios. There is also a separate ETF portfolio management fee of 0.75% of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...