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 $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
LRP may waive or negotiate lower fees for employees, employees’ family members and certain clients.
Fee Estimator
LRP charges an annual investment management fee based on assets under management: 1.00% on the first $3 million, 0.75% on amounts between $3 million and $8 million, and 0.50% on amounts exceeding $8 million. Fees are charged quarterly in arrears. LRP may waive or negotiate lower fees for employees, employees’ family members, and certain clients. The minimum account size is generally $2,000,000, but this is negotiable.
Areas of Practice
Advisor Information
Office location
2201 E. Camelback Road, Suite 227B, Phoenix, AZ, 85016
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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