NT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
256 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$622.0M
Fee Structure
Minimum Investment:$3M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | 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
—
The standard fee schedule is based on the total value of your managed assets. For example, a $4 million portfolio would cost $40,000 per year. Fees are negotiable for accounts over $20 million. The minimum account size is generally $3,000,000, but it's $100,000 for wrap fee programs. Client-directed accounts are charged 0.10% annually, billed quarterly.
Areas of Practice
Investment Management
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Advisor Information
Office location
Incline Village, NV
Get directionsRegulatory History (1)
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Regulatory
November 2004Final
Employment History
Current Registrations
Laffer Tengler Investments, INC.
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Butcherjoseph Asset Management, LLC
April 2019 - April 2020 · 1 yr
Fremont Investment Advisors INC
November 2000 - June 2003 · 2 yrs 7 mos
State Registrations3 states
AZNVTX
Advisor
Exams
No exam information available for this advisor.