L2 Asset Management, LLC

Fee-Only (% of Portfolio)

L2 Asset Management offers investment advice to individuals and institutions, managing investments in large, mid, and micro-cap equity securities, fixed income, ETFs, mutual funds, and private funds. They use a hybrid quantitative and fundamental investment process. L2 Asset Management also provides financial planning services to ultra-high-net-worth individuals and family offices, covering financial position, investment strategies, and inter-generational planning needs.

Assets Under Management$1.3B
Clients86
Advisors2
Avg. per Client$15M
Avg. per Advisor$640M

Fee Structure

L2 Asset Management generally charges a fee based on a percentage of the value of your investments. This fee typically ranges from 0% to 1.50% per year. In some cases, L2 Asset Management may also receive a performance-based fee of up to 25% of the net appreciation of your account's assets.

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Location

2 Advisors at this firm