Lahontan Capital is a registered investment advisor providing wealth management, investment management, and financial planning services. Lahontan Capital builds personalized investment portfolios based on each client's goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, and exchange-traded funds. Clients can also incorporate socially responsible investing strategies. In addition to portfolio management, Lahontan Capital offers comprehensive financial planning covering cash flow, retirement, taxes, estate planning, insurance, employee benefits, and education savings. Services are available on an ongoing or project-based basis, and comprehensive financial planning is included at no additional fee for clients who use Lahontan Capital for investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. A $5,000 minimum annual fee applies during the first year.