Edmund Lesage is a registered investment advisor at Integrity Financial Planning, LLC, based in Houston, TX, with 23 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. An additional 0.50% annual fee applies for managed option overlay strategies.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edmund is an officer/director of the Edmund and Brenda Lesage Family Foundation, a small private not-for-profit organization. He spends minimal time on this activity.
Employment History
Current Registrations
Integrity Financial Planning, LLC
Previous Registrations
Logical Investments, LLC
Next Financial Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.