Lombard Advisers Incorporated
Assets Under Management
$567.4M
Number of Clients
955
Number of Advisors
30
Average Client AUM
$594K
AUM per Advisor
$18.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include portfolio management, growth/income investing, education funding, and retirement planning. They offer both discretionary and non-discretionary management through wrap fee programs.
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
Location
1820 Lancaster St, Baltimore, MD, 21231