L. Roy Papp & Associates (LRP) offers investment management services tailored to high-net-worth individuals, trusts, estates, pension plans, and other entities. LRP invests in domestic stocks, bonds, exchange-traded funds (ETFs), and mutual funds. Portfolio managers consider each client's time horizon, risk tolerance, and cash flow needs when designing portfolios. LRP also serves as the advisor to the Papp Small & Mid-Cap Growth Fund.
Assets Under Management$1.5B
Clients644
Advisors11
Avg. per Client$2.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be waived or negotiated lower for employees, employees’ family members and certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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