David Lurch LLC provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without client permission. The firm also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. DLL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$8.2M
Clients8
Advisors1
Avg. per Client$1M
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.50% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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