Assets Under Management
$590.6M
Number of Clients
396
Number of Advisors
11
Average Client AUM
$1.5M
AUM per Advisor
$53.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
LFA manages investment portfolios using Modern Portfolio Theory, primarily recommending passively managed asset class mutual funds. They also offer financial consulting on income and estate tax matters, business sale structures, education funding, retirement planning, and insurance analysis. LFA may use independent managers like FPAS and AQR.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Accounts for members of the same family and/or related accounts may be aggregated and assessed fees on the total balance of all related accounts. Fees may be negotiable.
4130 Rio Bravo Street, El Paso, TX, 79902