LynnLeigh & Company provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Investment portfolios are customized based on the client's risk profile, time horizon, and income needs, using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, personal savings, and education savings. Clients are not obligated to implement any recommendations.
Assets Under Management$130M
Clients290
Advisors3
Avg. per Client$460K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
All fees are negotiable. In limited circumstances, the firm may also provide these services for a fixed fee which will be negotiated on a case-by case basis. In addition, certain clients of the Firm may pay more than the fee listed below.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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