Laffer Tengler Investments offers investment advice and manages investments for individuals, trusts, retirement plans, and other entities. Services include managing accounts directly, managing accounts within wrap fee programs, providing investment model portfolios to other advisors, and managing exchange-traded funds. Laffer Tengler uses quantitative modeling and economic forecasting in its investment process. Client accounts are managed according to their investment goals and restrictions.
Assets Under Management$620M
Clients256
Advisors10
Avg. per Client$2.4M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...