Laurelhurst Asset Management provides investment management services on a discretionary basis for individuals, families, trusts, and small businesses. Laurelhurst offers custom portfolio services and separate managed account services. The firm primarily invests in equities, fixed income, mutual funds, and exchange-traded funds. Laurelhurst uses quantitative and fundamental methods of security analysis. As a fiduciary, Laurelhurst always acts in your best interests.
Assets Under Management$120M
Clients28
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
In certain circumstances, Laurelhurst may negotiate fees at a lower rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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