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
139 West Vienna Street, P.O. Box 556, Anna, IL, 62901
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 ActivitiesSells Insurance
Brent operates Kochel Wealth Management for securities and investment advisory services and is a partner at Beussink, Hickam & Kochel, PC, where he works full-time as a CPA. He also owns small percentages of Shipping Saint, Inc. and Anna-Jonesboro National Bank, and is a part-time firefighter, in addition to outside insurance sales.