LAL LTD. offers financial and investment advice to clients, meeting with them to discuss their financial goals. LAL makes independent investment decisions for client accounts held at a separate brokerage firm. Clients can provide input into the investment process and are encouraged to verify account information directly with the custodian. LAL does not offer tax, insurance, or estate planning services.
Assets Under Management$32M
Clients65
Advisors1
Avg. per Client$490K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...