Linden Rose Investment (LRI) offers investment management services, primarily using a single investment strategy focused on value investing in common stocks. LRI manages client accounts on a discretionary basis and does not participate in wrap fee programs. LRI focuses on long-term capital appreciation by investing in financially durable, well-run businesses at a discount.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The firm may also charge a performance fee to qualified clients. Existing qualified clients as of December 31, 2024 remain subject to the prior performance fee arrangement, which includes a 20.0% fee on returns exceeding an annual hurdle rate of 4%, calculated on a simple, non-compounded basis for each year, subject to a “high water mark” test. Fees, account minimums and their applications to family circumstances may be negotiable. We may waive our advisory fees for employee related accounts, family members, and certain other accounts, at our discretion.