Lanier Financial Group offers investment advice and financial planning to individuals, families, and corporations. They manage investment portfolios on a discretionary and non-discretionary basis, and provide financial planning services billed hourly, as a flat fee, or included in an asset management fee. They work with a range of clients, from recent graduates to retirees, and offer services tailored to businesses.
Assets Under Management$210M
Clients238
Advisors6
Avg. per Client$880K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. Non-discretionary accounts are charged 0.5% of all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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