Stanley-Laman Group Ltd.
Assets Under Management
$979.3M
Number of Clients
308
Number of Advisors
1
Average Client AUM
$3.2M
AUM per Advisor
$979.3M
Compensation
Fee-Only (AUM)
About This Firm
Stanley Laman Group, Ltd. (SLG) provides portfolio management and financial planning services. Portfolios are designed to meet investment objectives or access specific market sectors. Financial advisory services include investment analysis, estate planning, business planning, and insurance review.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $30.0M | 0.85% |
| $30M+ | 0.70% |
Fee Estimator
Fees are based on a percentage of assets under management, as per the published fee schedule. SLG may alter the published fee schedule in certain cases. Fees are billed in advance each calendar quarter and debited from client accounts. Accounts initiated during a quarter are charged a prorated fee. There are no termination fees, and clients receive a pro rata refund of prepaid fees upon termination. The fees listed are exclusive of brokerage commissions, transaction fees, and other related costs and expenses.
Areas of Practice
Location
1235 Westlakes Dr, Suite 295, Berwyn, PA, 19312