Overview
Fee Disclosure
Source: LOFO AMENDED ADV BROCHURE (2026-08-17) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $67,500 | 0.68% |
| $50 million | $267,500 | 0.54% |
| $100 million | $517,500 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 141570
- LOFO AMENDED ADV BROCHURE (2026-08-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗