Layne Financial Group (LFG) offers investment management services, also known as asset management services, and furnishes investment advice through consultations. LFG provides wealth planning services to clients, customizing plans by focusing on goals, tax, and estate planning. LFG may utilize third-party registered investment advisors to manage client portfolio assets. LFG also provides asset management services on a non-discretionary basis to corporate retirement plans.
Assets Under Management$25K
Clients1
Advisors1
Avg. per Client$25K
Avg. per Advisor$25K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.45% |
Fees are negotiable in certain circumstances. Pension & Nonprofit Consulting fees are lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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