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896 Main Street
Osterville, MA 02655
508-428-1645
800-499-1645
508-428-4421 fax
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Our Schedule of Fees

Management fees are based on the value of the client’s account at the end of the quarter. The fee is calculated using the tiered table below and divided by four to attain the quarterly fee. No fees are assessed in advance.

Tier Portfolio Value Percent
     
First $250,000 1.25%
Next $250,000 – $500,000  0.75% 
Next $500,000 – $1,000,000 0.60%
Next $1,000,000 – $2,000,000 0.50%
Next $2,000,000 and above 0.40%
   
No Load Mutual Funds and/or Fixed Income Accounts  0.50%

Sample Fees: Based upon the above tiered fee schedule.

Account Size Estimated Annual Fee Fee as a Percent
     
$200,000 $2,500 1.25%
$500,000 $5,000 1.00%
$750,000 $6,500 0.87%
$1,000,000 $8,000 0.80%
$1,500,000 $10,500 0.70%
$2,000,000 $13,000 0.65%

Other Fees/Services

Consultation: $125 per hour (two hour minimum). This service is provided to investors seeking a one-time evaluation.

Transaction fees as incurred at a custodian(s). These fees may include (but are not limited to) commissions or transaction fees on security trades, services such as wire transfer of funds or overnight delivery of checks.

Clients holding mutual funds will incur fees charged by the Investment Company managing the fund. The amount of the operating fees is disclosed in a mutual fund’s prospectus and varies amongst different Investment Companies.

This fee schedule is subject to change at the sole discretion of Lenk Ladner Investment Solutions. Clients will be notified prior to any changes

Effective 1/3/05

Welcome to Lenk Ladner Investment Solutions

An independent fee based only investment advisory firm with over 80 years combined investment experience established in 1993. We tailor personal portfolios composed of individual securities based on the unique needs and risk tolerance of each client for a customized experience. Utilizing a conservative investment philosophy we select financially stable companies with positive growth prospects that have demonstrated consistent earnings growth to achieve your objectives.

Find Us

896 Main Street
Osterville, MA 02655
508-428-1645
508-428-4421
 

Quarterly Commentary from our Economist John Ladner (3rd Quarter 2020)

Dark Skies Loom – –- A hotly contested Presidential election will be completed in one week, yet unlike the historical norm the results may not be finalized for days or even weeks after election day. Indeed, there is a distinct possibility there will be legal challenges to the counting and validity of the unprecedented volume of mail-in and early ballots. To add to the tension surrounding the election, both campaigns have been disrupted by the country’s efforts to cope with the devastating effects of the Covid-19 virus. Although this has impeded the in-person appearances of both candidates, it has had a more detrimental impact on the President’s campaign because of his preference for large gatherings or rallies. He also suffered a setback when his campaign schedule was interrupted when he contracted the virus. On the other hand, the former Vice-President (V-P) Biden and his advisors have been able to maintain a low-key approach because polls have consistently shown him to have a lead approaching double-digits.Read More

2020 Market Commentary

  • 1st Quarter
  • 2nd Quarter

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