R.F. Lafferty & Co. offers managed account services and financial planning. To determine a client's financial situation and investment objectives, the firm's representatives conduct an initial interview and data-gathering questionnaire. The representative recommends a portfolio that may consist of stocks, bonds, mutual funds, and other securities. Financial planning services are consistent with the client's tax status, risk tolerance, and financial objectives. R.F. Lafferty also provides investment advisory services to retirement plans.
Assets Under Management$130M
Clients125
Advisors16
Avg. per Client$1M
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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