Loretta Nolan Associates (LNA) offers personalized investment management, financial planning, and consulting services. LNA works with clients to determine their risk profile and investment goals, then creates a customized portfolio. Financial planning covers areas like taxes, retirement, and estate planning. LNA may recommend option writing when appropriate. LNA also provides income tax preparation services to existing clients.
Assets Under Management$140M
Clients56
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be modified on a client-by-client basis. Related household accounts may be combined for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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