Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
LFA charges an annual fee based on a percentage of your assets under management, as detailed in the tiered schedule. A minimum annual fee of $5,000 is generally required for investment management and/or planning services. For employee benefit retirement plan services, a minimum annual fee of $3,000 is generally required. LFA may also charge an hourly fee for additional financial services, with the rate determined and agreed upon in advance.
Areas of Practice
Advisor Information
Office location
4130 Rio Bravo Street, El Paso, TX, 79902
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.
Learn about disclosures →Other Business Activities
Stephen serves as a partner/accountant of a CPA firm, dedicating nearly full-time hours to this role since 1981. He is also a limited partner in 4130 Rio Bravo Limited, a non-investment related entity, but spends no time on this.