LP Investment Management offers investment advice to high net worth individuals and families. Services include asset allocation, portfolio construction, and investment selection and management. LP Investment Management aims to serve as the client's outsourced Chief Investment Officer, tailoring services to the client's specific goals.
Assets Under Management$770M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
LP Investment Management's fees are based on the unique needs of each client and the services they require. The fees are negotiable and can vary depending on the scope of the engagement. There is no set fee schedule.
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Location
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