Lamont Trading Advisors (LTA) offers investment advice, account management, and personal consultation. LTA manages two types of accounts: a U.S. Treasury Bill Account and a Bear Market Strategies Account. LTA also provides private financial consultation for a fixed fee or hourly rate. In addition, LTA publishes a newsletter on general market trends called The Investment Analysis Report.
Assets Under Management$2.2M
Clients8
Advisors1
Avg. per Client$280K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This fee schedule is for the U.S. Treasury Bill Account. The Bear Market Strategies Account has a 1% annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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