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
Annapolis, MD
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian operates his securities and advisory business under the name Slagle Investments, LLC. He also serves as a Board of Trustees Member for JP Home, Inc., a nonprofit halfway house for recovering alcoholics.