Lear Investment Management (LIM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. LIM constructs investment plans and portfolios to match each client's specific situation, potentially using proprietary models. LIM may request authority to make trades without asking first. LIM also acts as a sub-advisor to other investment firms. LIM's investment philosophy centers around achieving investment returns for a controlled amount of risk.
Assets Under Management$810M
Clients164
Advisors3
Avg. per Client$4.9M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.80% |
Fees are generally negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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