Lapistone Advisors provides ongoing investment advice and manages client funds based on individual needs. They create investor profiles to understand client goals, risk tolerance, and financial situations. They develop investment strategies and diversify portfolios based on these factors. Lapistone Advisors also uses third-party advisors and receives compensation for introducing clients to them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
The annual advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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