Lafayette offers investment advisory services to individuals with assets that are significant in size and complexity. We help clients reach long-term financial goals involving:
- Investment portfolios
- Retirement expectations and provisions
- Educational funds for children or grandchildren
- Tax considerations
- Other asset allocation decisions
Our attention to the business of investment gives our clients freedom to focus on life, not finances.
No two clients are alike in their requirements, so accounts are individualized and customized. Each account is separately managed and constantly monitored to define and re-define individual needs. Assets are allocated among stocks, bonds and money market instruments based on clients requirements. Along with direct consultations, we provide regular quarterly reports, interim reports as needed and annual tax summaries.
Our fee structure is based on a percentage of assets under
management. The standard fee is 1% per year on the first $1 million
with reduced fees for assets above $1 million. We prefer that
clients have at least $1 million in investable assets.