Lorado Capital LLC connects clients with an external investment advisor, Mills Value Adviser Inc., to handle their portfolios. Lorado Capital LLC focuses solely on referring clients to this third-party advisor and does not directly manage investments, pick specific stock sectors, or provide ongoing performance reviews of the outside advisor. Lorado Capital LLC earns a portion of the management fees charged by the third-party advisor, which creates a financial incentive to recommend them. Clients do not pay an account minimum to work with Lorado Capital LLC.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K+ | 2.00% |
Total fee includes compensation to Lorado Capital LLC and third-party manager Mills Value Adviser Inc. Amounts over $250,000 include a performance-based fee component.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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