Lanier Asset Management, LLC

Lanier Asset Management, LLC is an SEC-registered investment adviser established in August 2009, offering financial planning, consulting, and investment management services. The firm specializes in an open architecture investment structure combining traditional and alternative strategies for superior returns. Lanier Asset Management manages assets totaling $139,830,730, with $127,755,654 under discretionary management. The firm acts as managing member to Lanier Bridgepointe Gardens Fund, Lanier Avalon Fund, and Lanier Four Charters Fund, private real estate syndications. Clients can engage the firm for discretionary and non-discretionary asset management, with a minimum investment of $100,000 for Fund members. Lanier Asset Management operates as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm charges fees based on a percentage of assets under management, ranging from 0.30% to 1.50% annually. Clients may also incur additional charges from financial institutions. Lanier Asset Management reviews client accounts quarterly and exercises investment discretion for certain clients and the Funds. The firm does not vote on client securities and does not accept prepayment of fees exceeding $500 six months in advance. For more information, visit www.lanieram.com.