Lanier Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Lanier Asset Management (LAM) offers financial planning, consulting, and investment management services. LAM uses a mix of traditional and alternative investments. LAM also manages private real estate investment funds. LAM works with clients to determine their risk tolerance and investment goals.

Assets Under Management$150M
Clients103
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$150M

Fee Structure

LAM provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.30% and 1.50%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.

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Location

1 Advisors at this firm

Lanier Asset Management, LLC | TrueAdvisor