Lager & Company offers investment advice and manages investment portfolios for individual investors and retirement plan participants. They tailor their advice to your specific financial situation, goals, and risk tolerance. Lager & Company also provides portfolio consulting services, reviewing your existing investments and recommending changes to meet your goals. They must obtain your approval before executing any transactions on your behalf.
Assets Under Management$27M
Clients116
Advisors2
Avg. per Client$230K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Older client relationships may be subject to different fee schedules and account minimums. Clients can elect to pay a fixed quarterly fee of $500, not to exceed $2,000 annually, in lieu of the asset management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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