Lafayette Square Financial Advisors provides personalized investment management, financial planning, and consulting services for individuals, high-net-worth families, trusts, and retirement plans. Lafayette Square Financial Advisors builds portfolios using equities, bonds, mutual funds, and exchange-traded funds, and may also utilize third-party money managers. Clients can set reasonable restrictions on their portfolios. For financial planning, Lafayette Square Financial Advisors creates comprehensive plans covering retirement, insurance, taxes, education, and investment allocation. Lafayette Square Financial Advisors is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable and may be waived or altered at Lafayette Square Financial Advisors' discretion.