Labrador Investments provides ongoing investment management services to individuals, individual retirement accounts, and trusts on a discretionary basis. They also offer financial planning services. The firm primarily serves retirees transitioning to income-producing portfolios and younger clients focused on portfolio growth. They also provide limited estate planning advice, working with clients' tax preparers or estate planning attorneys.
Assets Under Management$29M
Clients113
Advisors2
Avg. per Client$260K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Different fee structures are negotiated from time to time to accommodate unique client circumstances, including quarterly billing (rather than monthly), fixed fees and hourly fees outside the scope of normal investment management of client assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...