Lorient Capital Management, LLC
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Learn more about Lorient Capital Management, LLC
Lorient Capital Management, LLC is a financial advisory firm headquartered in Miami, Florida. Lorient Capital Management, LLC oversees $1.4 billion in assets across 15 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). It has a small team, including 10 financial advisors. Lorient Capital Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, stocks and options.
Lorient Capital Management, LLC administers all of its accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring the customer's consent. The firm's average account size is $92.4 million. The typical advisor at Lorient Capital Management, LLC administers about two client accounts, placing it among the most individualized financial advisor firms in the country.
The firm's central office is at 3250 Mary Street, Miami, Florida 33133. The firm is legally allowed to serve investors throughout a number of states, including Florida and Michigan.
Assets Under Management
Number of Advisors
Lorient Capital Management, LLC by the Numbers
Financial advisory fees depend on which services the firm provides the client. However, fees billed by the firm can include the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Lorient Capital Management, LLC provides services to pooled investment vehicles. Out of its 15 accounts, Lorient Capital Management, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Lorient Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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