Lai Capital Management (LCM) manages separate accounts and Quantitative Value Strategies L.P. (QVS), a private investment fund. LCM uses a value investing approach, seeking undervalued publicly-traded securities with the goal of achieving superior, absolute, after-tax returns over time. Services are tailored to each client's investment objectives and risk tolerance. LCM recommends Interactive Brokers as a brokerage platform but clients can choose their own.
Assets Under Management$22M
Clients34
Advisors1
Avg. per Client$650K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients can choose a performance-based fee of 15% of the capital appreciation for the year. This performance fee does not have a high watermark provision. Fees may be waived or reduced at LCM's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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