Lagoda Investment Management provides investment advice to high-net-worth individuals, trusts, estates, individual retirement accounts, and institutional clients like foundations and endowments. Lagoda invests primarily in publicly-traded equity securities of companies worldwide, seeking long-term growth of capital. They may also invest in debt, warrants, and privately placed securities. Clients can place reasonable restrictions on their account management.
Assets Under Management$300M
Clients52
AdvisorsN/A
Avg. per Client$5.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 1.00% |
| $100.0M - $300.0M | 0.75% |
| $300M+ | 0.50% |
Lagoda may charge a lesser management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.