Lampe Financial Group (LFG) provides investment management and financial planning services. LFG offers continuous advice on investing client funds based on individual needs. They primarily advise on stocks, bonds, mutual funds, ETFs, and government securities. Clients can grant LFG authority to buy and sell securities. LFG also offers financial planning services, including retirement planning, insurance, and tax planning. Financial planning is offered on a project basis or ongoing engagement.
Assets Under Management$57M
Clients46
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. If LFG uses a sub-advisor, the client may incur additional fees, but the combined fee charged to the client will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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