Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lombard Advisers' fees are based on a percentage of assets under management. The annual fee is negotiated between the firm, its IAR(s), and the client. The maximum annual advisory fee is up to 1.70% on the first $1,000,000, up to 1.00% on the next $2,000,000, and up to .75% on the next $7,000,000. There is no minimum fee, and fees may be lower based on certain criteria. For held away assets, fees can be percentage-based or a fixed subscription fee, both negotiated.
Areas of Practice
Advisor Information
Office location
1820 Lancaster St, Baltimore, MD, 21231
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Criminal
September 2003Other Business Activities
Kenneth raises and trains horses as the owner, trainer, and laborer of True Appaloosas, spending approximately 60 hours per month on this activity. He also writes articles related to hunting and fishing for outdoor magazines and is a trustee of the Paul M. Yaniga Memorial Irrevocable Trust.