Owen LaRue is an investment management firm in Kentucky that offers investment advisory services to individuals, high-net-worth individuals, institutions, families, charitable organizations, trusts, estates, and employee-sponsored retirement plans. Owen LaRue manages investment accounts, allocates assets among various investments, and provides ongoing investment review and management services. They also offer financial planning services, including a comprehensive evaluation of a client’s current and future financial state. Owen LaRue also provides advice on the investment strategies of third-party managers.
Fee Structure
Owen LaRue charges a fee based on a percentage of the value of your investments. The specific fee is agreed upon in your investment advisory agreement. The fee is calculated on the value of your account and billed quarterly in advance. Fees may vary based on the size of the account, complexity, and activity. Owen LaRue may negotiate a fixed fee. Employees and their family members receive a reduced fee.