Lach Financial provides financial planning services to individuals and trusts. They offer ongoing financial planning, where they create and implement a plan, monitor accounts, and rebalance portfolios. They also offer hourly financial planning for clients who just need specific questions answered. Lach Financial primarily uses passive investments such as mutual funds and exchange-traded funds.
Assets Under Management$25M
Clients44
Advisors1
Avg. per Client$560K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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