LeafHouse Financial Advisors provides investment advice and financial planning to individuals, high net worth individuals, businesses, and retirement plans. LeafHouse offers services such as financial planning, investment policy statements, investment selection and implementation, and investment monitoring and maintenance. For retirement plans, LeafHouse offers both fiduciary and non-fiduciary services.
Assets Under Management$21B
Clients3,717
Advisors8
Avg. per Client$5.6M
Avg. per Advisor$2.6B
Fee Structure
LeafHouse's fees for investment advisory services are based on a percentage of the assets they manage. These fees range from 0.25% to 2.00% and are negotiated based on factors like portfolio size and complexity. Fees for Investment Management Model Programs range from 0.15% to 0.35%.
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