Laird-Altman Holdings offers investment management services to individuals, trusts, and small businesses. Investment strategies are tailored to each client and may include macroeconomic programs, core asset allocation using ETFs, quantitative programs, and covered call strategies. The firm considers risk tolerance, age, tax status, distribution requirements, and prior investment experience when allocating investments.
Assets Under Management$19M
Clients30
Advisors1
Avg. per Client$630K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable on amounts greater than $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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