Lankford Capital Management (LCM) offers ongoing investment portfolio management for individuals, high-net-worth individuals, trusts, and small businesses. LCM uses fundamental analysis to select investments, which may include equities, ETFs, and fixed income. Clients can place reasonable restrictions on their investments. LCM may use covered calls and cash-secured puts with client approval. Fees and minimums may be negotiated.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients may elect performance-fee alternatives in lieu of, or in combination with, a reduced AUM fee. Option A: No AUM fee, and 25% performance fee on net profits above a 6% annual hard hurdle, applied quarterly, subject to a high-water mark. Option B: 1.00% annual AUM fee, plus 15% performance fee on net profits above a 6% annual hard hurdle, applied quarterly, subject to a high-water mark. Tiered pricing may be applied based on account size. Fees and minimums may be negotiated.