LaGrande Global offers investment advisory services that are primarily consultative. This includes advice on portfolios and asset allocation, due diligence on fund managers, and ongoing monitoring and reporting. LaGrande Global provides recommendations, but clients are responsible for implementing transactions. The firm also advises a private investment fund. Financial planning services are limited and ancillary to portfolio advisory services.
Assets Under Management$70M
Clients1
Advisors1
Avg. per Client$70M
Avg. per Advisor$70M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The advisory fee is calculated as the lesser of (i) a negotiated annual fixed fee amount or (ii) 0.50% of assets under management. The fixed fee functions solely as a cap on the percentage-based calculation and is not charged in addition to the asset-based fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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