Lesjak Planning is a family-owned financial planning firm that has been a registered investment advisor since 1980. They offer financial planning services, including retirement, tax, and estate planning, as well as investment and insurance strategies. They also offer two investment management programs: the Premier Asset Management Program and the Annual Management Program, where they create an investment allocation model based on your risk tolerance and objectives and recommend specific money managers and mutual funds.
Assets Under Management$370M
Clients386
Advisors5
Avg. per Client$960K
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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