Laurentine Investments offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Policy Statement outlining the client's income, tax levels, and risk tolerance. Laurentine Investments requires authority to make trades without asking first. The firm acts as a legally required to act in your best interest and avoids favoring one client over another.
Fee Structure
Laurentine Investments charges different fees depending on whether you're considered a "Qualified Client" or a "Non-Qualified Client."
For "Non-Qualified Clients," the annual fee is 2% of the value of your portfolio, paid quarterly. For "Qualified Clients" (those with a minimum of $1,100,000 under management or a net worth of $2,200,000), the fee is 25% of the increase in your portfolio's value above a 6% annual return.