Maria Lebron is a registered investment advisor at Lebron Financial Services, INC., based in Congers, NY, with 29 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $900K 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 $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Fees are negotiable and can differ favorably to the client depending on the calculation of the fee by a specific product.
Fee Estimator
Location
Congers, NY
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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.
Learn about disclosures →Employment History
Current Registrations
Lebron Financial Services, INC.
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Prudential Investment Management Services LLCBroker
Tiaa-Cref Individual & Institutional Services, INC.Broker
State Registrations1 state
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.