Lumbard & Kellner is a registered investment advisory firm offering investment management services where they make all the investment decisions for you. They focus on "value" investing, carefully considering a company's earnings, stock price, and dividends. They work with high-net-worth individuals, trusts, estates, and other organizations. The firm requires a minimum of $1.5 million in assets to open a new account.
Assets Under Management$360M
Clients122
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Fees are generally not negotiable, but the firm has made special arrangements under certain circumstances and reserves the right to do so in the future.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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