Louisbourg Investments manages investments for individuals, families, and institutions. They offer various investment strategies using stocks, bonds, and real estate. Financial planning is available to investment management clients. Louisbourg uses a long-term fundamental investing approach for stocks and a combination of top-down and bottom-up analysis for fixed income.
Assets Under Management$1.8B
Clients169
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
www.louisbourginvestments.com ·ca.linkedin.com/company/placements-louisbourg-i... ·www.facebook.com/louisbourginvestments
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3M+ | 0.75% |
Fees may be negotiable. Institutional clients are generally charged an annual fee rate ranging between 0.075% and 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.