Lailaps Capital provides ongoing portfolio management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Lailaps Capital also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They generally limit their investment advice to mutual funds, fixed income, real estate funds, equities, hedge funds, ETFs, and other securities.
Assets Under Management$42M
Clients29
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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