LUMBARD & KELLNER, LLC

HOLLIS, NH 603-465-7700 Website

Lumbard & Kellner, LLC employs a strategic investment approach focusing on long-term growth through a blend of fundamental and technical analysis. The firm actively manages client assets, utilizing both in-house strateg…

Fee schedule (excerpt):
  • 1.50% for $1,000,001-$5,000,000
  • 1.00% for $5,000,001+