Lundeen Abrams Advisors (LAA) provides ongoing portfolio management based on your individual goals and risk tolerance. LAA also offers financial planning services covering investments, insurance, taxes, retirement, and college planning. LAA may hire sub-advisors through Envestnet. LAA primarily recommends exchange traded funds (ETFs).
Assets Under Management$19M
Clients60
Advisors2
Avg. per Client$320K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are generally negotiable. LAA also uses Envestnet, which charges its own fee ranging from 0.05% to 0.80% of your portfolio. The total fee for LAA and Envestnet will not exceed 2.45% of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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