Lombard Advisers offers personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. Services include portfolio management, growth and income investing, education funding, and retirement planning. Lombard Advisers offers both discretionary and non-discretionary investment management services. They also offer access to wrap programs through Wells Fargo Clearing Services, LLC.
Assets Under Management$570M
Clients955
Advisors32
Avg. per Client$590K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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