Lager & Company, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,500,000
Clients
116
10% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
116
Very HighAverage account size
$228,448
About
Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and to retirement-plan participants through portfolio management, portfolio consulting, and rollover guidance. The firm reports managing roughly $26.5 million for about 116 client relationships with a two-advisor team.
The firm delivers tailored, ongoing investment advice but generally operates on a non-discretionary basis, requiring client approval before executing transactions and conducting periodic reviews and rebalancing when authorized. Its methods include fundamental and technical analysis and a mix of short- and long-term recommendations aligned with each client's objectives, time horizon, and risk tolerance.
What is distinctive is the firm's predominantly non-discretionary model, a characteristic that is uncommon among similarly sized supported firms and leaves implementation decisions in clients' hands. The firm also does not combine client orders into block trades, does not vote proxies on clients' behalf, and regularly works with a qualified custodian that provides institutional custody and support services while the firm provides fiduciary rollover advice to plan participants.
Client services
Portfolio management
Portfolio consulting
Expertise
Wealth management
Fee options
Quarterly fixed fee option of $500, not to exceed $2,000 annually, in lieu of asset-based fees
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.50%
Account minimum: $100,000 Minimum fee: Minimum annual fee of $2,000, which may be waived or reduced at discretion
Main office location
Lager & Company, Inc.
Golden Valley MN, United States
Number of offices
2
Most active in
Lager & Company, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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