Lathrop Investment Management Company (LIMC) provides investment advice to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. LIMC manages separate accounts for all clients, typically held at major national brokerage firms or bank trust companies. LIMC primarily invests in individual stocks, bonds, and cash, with exposure to both domestic and global economies. LIMC can tailor portfolios to individual client needs and restrictions.
Assets Under Management$940M
Clients234
Advisors3
Avg. per Client$4M
Avg. per Advisor$310M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Management fees may be adjusted, waived or otherwise negotiated at our discretion and, therefore, certain clients may have a different fee schedule than that described above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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