Lee-Way Financial Services manages investment portfolios for individuals, high-net-worth individuals, charities, corporations, and pension/profit-sharing plans. Lee-Way invests in publicly traded securities to help clients achieve their financial goals, considering their risk tolerance. Lee-Way does not create formal financial plans but will provide specific financial advice as part of investment advisory services.
Assets Under Management$130M
Clients108
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K+ | 0.50% |
Asset management fees are generally negotiable. The annual fee will never exceed 1% of a client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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