Lumbridge Research offers investment advisory services focused on active portfolio management. The firm manages client investments on a discretionary basis, making buy, sell, and hold decisions based on its asset allocation methodology. Investment advice focuses on publicly traded securities including equities, options, warrants, leveraged ETFs, and cryptocurrencies. Portfolio construction is tailored to each client's financial situation, risk tolerance, and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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