LAFISE GLOBAL ADVISORS LLC (LGA) offers continuous investment advice based on your individual needs. LGA helps clients define their investment goals and manages accounts with guidelines for diversification and security selection. While not limited, LGA focuses on short-term fixed income like government and corporate bonds. Stocks, ETFs, and mutual funds may also be recommended. Clients can place reasonable restrictions on their accounts.
Assets Under Management$540M
Clients5
Advisors1
Avg. per Client$110M
Avg. per Advisor$540M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable depending on the nature and complexity of managing the client’s account(s), considering the specific services selected, type of client, and location.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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