Joshua Lelah
Joshua Lelah is a CFP-designated registered investment advisor at Lelah Financial, LLC, based in Riverwoods, IL, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 16 clients with $29M 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 $500K | 0.70% |
| $500K - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Fees are based on a straight tier; all accounts are charged a single percentage rate that declines as asset levels increase. Accounts may be aggregated for the same household to discount the asset-based fee.
Fee Estimator
Location
300 Saunders Road, Suite 100, Riverwoods, IL, 60015
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joshua works as an insurance agent selling insurance products and services, dedicating about a quarter of his time to this activity. He also owns rental property, which requires minimal time.
Employment History
Current Registrations
Lelah Financial, LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northern Trust Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.