Laurentine Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Laurentine Investments LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and trusts, preparing an investment policy statement for each client and monitoring portfolios regularly. The firm manages approximately $4.05 million across a very small client base and requires a limited power of attorney to implement trades on behalf of clients.
The firm’s investment approach centers on fundamental analysis and long-term, value-oriented equity positions, with asset allocation and asset selection tailored to each client’s income, tax situation, and risk tolerance. Leverage and short selling are not employed, and accounts are reviewed at least quarterly with reporting provided by the custodian.
What distinguishes Laurentine from many peers is its use of performance-based compensation for “Qualified Clients”: a 25% fee on gains above a 6% annual hurdle subject to a high-water mark, while “Non‑Qualified Clients” are charged a standard asset-based fee and invoiced in arrears. The brochure also discloses that clients must use a specified broker-dealer for execution, that the adviser may hold material financial interests in some client accounts, and that the principal devotes time to an outside land development business — features that can affect allocation of opportunities and conflict management in practice.
Client services
Expertise
Fee options
$0 - $1,399,999: 2% annually $1,400,000+: Performance-based: 25% of increase over 6% annual return, subject to high water mark
25% of the increase in net assets above a 6% annual return with high water mark, for Qualified Clients.
Account minimum: $100,000 Fee-only: 2% annually for Non-Qualified Clients, invoiced quarterly.
Main office
Traverse City MI
Advisors at this office
1
Most active in
Michigan
Disclosures
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Business activities & affiliations
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.
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