Lorado Capital refers clients to a third-party investment advisor, Mills Value Adviser Inc., to manage client assets. Lorado Capital receives a portion of the fees charged by the third-party advisor. Lorado Capital does not offer tailored services, but client investment strategies depend on individual circumstances. Clients cannot impose restrictions on investments based on their values or beliefs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lorado Capital refers clients to Mills Value Adviser Inc. to manage their investments. Lorado Capital receives a portion of the fees charged by Mills Value. The total annual fee is 2.00% of your portfolio. For amounts over $250,000, Lorado Capital's fee is 0.60% and Mills Value's fee is 1.40%, plus a performance-based fee.
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