Laughlin Financial Advisors (LFA) provides investment management and financial planning services to individuals and high-net-worth individuals. LFA works with clients to determine their investment objectives and risk tolerance, then develops an appropriate investment portfolio using primarily low-cost, passively managed mutual funds from Dimensional Fund Advisors (DFA). LFA manages these portfolios on a discretionary basis.
Assets Under Management$14M
Clients7
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.55% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable in certain circumstances. A minimum fee of $500 will apply in all cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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