Lafayette Investments provides investment advice based on each client's individual needs. Lafayette has the authority to make trades without asking first. Lafayette determines your goals, risk tolerance, and financial needs to allocate your money among stocks, bonds, and money market instruments. Lafayette does not act as a custodian of client assets; the client always maintains asset control.
Assets Under Management$900M
Clients242
Advisors6
Avg. per Client$3.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on investment objectives and services rendered. Related accounts may be combined to reduce the overall rate charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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