Argosy-Lionbridge Management, LLC

Fee-Only (% of Portfolio)

Argosy-Lionbridge Management is an investment management company that manages investments for private funds and separately managed accounts. They invest in a variety of securities, primarily focused on real estate companies. Argosy-Lionbridge has broad flexibility to invest on behalf of its clients, following the investment objectives and strategies outlined in each fund's offering documents. The firm provides discretionary investment advisory services.

Assets Under Management$140M
Clients4
AdvisorsN/A
Avg. per Client$36M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Argosy-Lionbridge generally receives a management fee of up to 1.5% of the value of the assets they manage. This fee is for the advisory services provided to clients. Management fees are generally billed quarterly, in advance. In addition, Argosy-Lionbridge may collect incentive fees based on the performance of the client's account, calculated as a percentage of the capital appreciation at the end of each calendar year. The incentive fee is payable annually, in arrears.

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Argosy-Lionbridge Management, LLC | TrueAdvisor