Ladd Capital Management is an investment management firm that does not sell financial products on commission. They manage investments for individuals, banks, trusts, estates, and other entities. Ladd Capital Management makes investment decisions for clients based on their objectives, financial circumstances, and instructions. They invest in stocks, bonds, mutual funds, and other securities.
Assets Under Management$180M
Clients72
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum annual fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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