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 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 a blended rate between 1.20% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm does not have a disciplinary history

Considerations


  • There is only one licensed advisor for every 74 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 15 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $6,000
Average Account AUM $2,150,438
Hybrid Advisor No
Disciplinary History No
Total AUM $159 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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