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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
Chattanooga, TN
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Laffer Tengler Investments, INC.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Laffer Tengler Investments, INC.
June 2007 - November 2020 · 13 yrs 5 mos
Madzin Partners, LLC
October 2004 - December 2005 · 1 yr 2 mos
The Jumper Group, INC.
July 2004 - December 2011 · 7 yrs 5 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.