Lanier Asset Management provides investment management, financial planning, and consulting services for individuals and institutions. The firm focuses on wealth preservation and growth, building customized portfolios that mix traditional stocks and bonds with alternative investments like real estate and commodities. Lanier Asset Management also acts as the managing member for several private real estate funds. Portfolios are managed using a mix of discretionary authority—meaning Lanier Asset Management makes trades without asking first—and non-discretionary arrangements where client approval is required.
Assets Under Management$140M
Clients103
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges between 0.30% and 1.50% depending on portfolio value and services provided. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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