Loudon Investment Management Review


Trust Score 73%
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Loudon Investment Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 1 advisors. Loudon Investment Management manages $159.13 million and provides investment advisory services for 74 clients (1:74 advisor/client ratio).

Loudon Investment Management requires a $500,000 minimum investment and charges between 1.20% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm does not have a disciplinary history
  • Firm uses a trusted custodian
  • Firm does not accept performance-based fees
  • Firm does not perform side-by-side management
  • Firm does not have an attorney conflict

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has been federally registered for only 15 years
  • Firm has less than $1B in assets under management
  • Communications sent to the firm’s website are not secure and encrypted
  • There is only one licensed advisor for every 74 clients


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $6,000 on a $500,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $6,000
Average Account AUM $2,150,438
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $159.13 million
Advisor / Client Ratio 1:74
Headquarters Ste West Lebanon, NH
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.20%
$500,001+ 1.00%


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