LEH Advisors provides wealth management, investment management, financial planning, retirement plan consulting, and retirement management services. Wealth management includes investment management and financial planning. Financial planning can be project-based or ongoing. LEH Advisors may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Annual fee is $10,000 for clients with accounts under management of $1 million or less. This fee is negotiable. For clients with accounts under management over $1 million, the annual fee is 1% of assets under management, and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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