Lanier Asset Management, LLC
Assets Under Management
$139.8M
Number of Clients
102
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lanier Asset Management (LAM) provides financial planning, consulting, and investment management services, utilizing an open architecture investment structure. LAM also manages private real estate syndications. They tailor advisory services to individual client needs, considering risk tolerance and time horizon. LAM recommends independent third-party managers and monitors account performance.
Fee Structure
LAM charges fixed fees for financial planning and consulting, ranging from $1,000 to $2,500. Investment management fees are based on a percentage of assets under management, varying between 0.30% and 1.50% annually. These fees are exclusive of brokerage commissions and other transaction costs. LAM may negotiate lower management fees based on certain criteria. A minimum investment is required for Members of the Funds, generally $100,000.
Areas of Practice
Location
10200 Forest Green Boulevard, Suite 300, Louisville, KY, 40223