Lisa Conrath-Bova is a registered investment advisor at Lenity Financial, INC., based in Geneva, IL, with 21 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 62 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Fee Estimator
Location
25 North River Lane, Suite 1157, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa is an independent consultant and senior consultant for BeautyCounter, selling safer skincare and cosmetics, dedicating minimal time. She is also a partner and blogger for Simply Better Choices, LLC, a health and wellbeing blog, spending minimal time.
Employment History
Current Registrations
Lenity Financial, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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