Lockyer Investments provides investment management services to individuals, including financial planning and market timing. The firm advises on various investments like mutual funds, exchange traded funds, stocks, and bonds. Lockyer Investments tailors client accounts to their specific goals, risk tolerance, and financial needs, choosing a target asset mix that aligns with each client's unique situation.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
The 0.5% fee is up to an annual maximum of $150,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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