Laraway Financial Advisors (LFA) offers investment management programs, including both discretionary and non-discretionary portfolio management, asset allocation, financial planning, consulting, and selection and monitoring services. LFA manages model portfolios tailored to different investment goals and client circumstances. They also offer pension consulting services and financial planning services covering various areas like personal finance, tax, retirement, and investments. LFA primarily advises on stocks, bonds, and mutual funds.
Assets Under Management$350M
Clients518
Advisors7
Avg. per Client$680K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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