Magnolia Lane Capital is a registered investment advisor founded in 2015 and owned by Lars E. Lassen. The firm specializes in managing investment portfolios for individual clients, high-net-worth individuals, charitable organizations, and corporations. Magnolia Lane Capital builds customized portfolios centered around value investing principles, seeking out undervalued stocks with strong long-term fundamentals. The firm evaluates each client's specific risk tolerance, income needs, and tax situation, continuously monitoring and rebalancing accounts to maintain the target asset mix. Magnolia Lane Capital operates on a fee-only basis, meaning they do not accept commissions or third-party compensation for selling products, and they maintain discretionary authority to make trades on behalf of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Magnolia Lane Capital reserves the right to negotiate, reduce, or waive advisory fees at its sole discretion.