Layari Financial offers personalized financial planning and investment management services. Layari Financial works with clients to understand their goals and create a plan to achieve them. Layari Financial is a fee-only firm, meaning it only gets paid by its clients for its services. Layari Financial may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$2.9M
Clients24
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.9M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...