Lajala & Associates provides investment management using mutual funds and exchange-traded funds (ETFs). They also offer hourly financial planning and consulting services for specific needs. Lajala & Associates invests client assets through a discount broker like Charles Schwab. The firm aims to provide professional asset management.
Assets Under Management$9.2M
Clients6
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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