4LB Investments, LLC, managed by John Bracken, specializes in managing portfolios of U.S.-listed stocks. Investments are chosen using a value investing approach based on fundamental analysis. Accounts are managed individually, and clients are consulted about risk and any investment restrictions they want to set. Some accounts use option strategies to enhance returns.
Assets Under Management$21M
Clients35
Advisors1
Avg. per Client$590K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0% to 0.5% annually and are negotiable based on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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