Leading Edge Financial Planning (LEFP) provides wealth management services, including financial planning and investment management. Financial planning covers areas like retirement, education, and estate planning. Investment management involves creating customized portfolios using mutual funds and ETFs. LEFP may recommend independent managers for a portion of a client's portfolio. LEFP acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$520M
Clients302
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$58M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.55% |
Fees may be negotiable for accounts over $7,000,001. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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