Ladewig Investment Management offers ongoing asset management services to clients. This includes determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients authorize Ladewig Investment Management to execute investment program transactions.
Assets Under Management$48M
Clients29
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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