Lonn Lebo is a registered investment advisor at Private Client Services, LLC, based in Wormleysburg, PA, with 8 years of industry experience. Lonn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
602 North Front Street, Wormleysburg, PA, 17043
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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
Lonn works for Stonebridge Financial Group LLC as a Registered Investment Advisor, dedicating full-time hours to corporate retirement plan consulting. He also sells financial products through Private Client Services, spending minimal time on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Stonebridge Financial Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Hybrid Solutions
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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