Lauterbach Financial Advisors (LFA) manages investment portfolios and offers financial advice to individuals, retirement plans, trusts, and small businesses. LFA works with clients to understand their goals and risk tolerance, then creates a written investment plan. LFA primarily uses passively managed mutual funds and may use model portfolios. LFA also consults with clients on income and estate tax matters, business sale structures, education funding, retirement planning, and insurance analysis.
Assets Under Management$590M
Clients396
Advisors12
Avg. per Client$1.5M
Avg. per Advisor$49M
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Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
All accounts for members of the client's family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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