Laurelhurst Asset Management is a registered investment advisor founded in 2019 and based in Portland, Oregon. Led by Chartered Financial Analyst John Liu, the firm provides personalized investment management services on a discretionary basis for private clients, including individuals, families, trusts, and small businesses. Laurelhurst Asset Management offers two primary investment approaches: Custom Portfolio Services, which tailor investment strategies to individual client objectives, risk tolerances, and restrictions; and Separate Managed Account Services, which allow clients to own individual underlying securities following the firm's United States equity growth strategy. The firm primarily utilizes fundamental and quantitative methods of security analysis to build long-only equity and fixed income portfolios. Laurelhurst Asset Management operates as a fiduciary, meaning the firm is legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiated at a lower rate in certain circumstances. Cash and cash equivalents are included in the fee calculation.