EL
EL

Eric Lessnau

22 Years of Experience
Bloomfield Hills, MI

Eric Lessnau is a registered investment advisor at Yousif Capital Management, LLC, based in Bloomfield Hills, MI, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 425 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
425 clients
Average Client Portfolio
$32.9M average
Assets Under Management
$14.0B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000

Yousif Capital Management's standard advisory fee is generally between 0.08% and 0.35% annually, depending on the investment strategy, client location, and account complexity. Clients could pay a higher advisory fee depending on the specific investment mandate. The minimum annual fee is $10,000, but fees are negotiable.

Loading...

Location

39533 Woodward Ave, Suite 100, Bloomfield Hills, MI, 48304

Get directions

History

Regulatory History
Clean regulatory record

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
Yousif Capital Management, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
World Asset Management, INC.
April 2012 - November 2021 · 9 yrs 7 mos
Comerica Securities
September 2010 - March 2014 · 3 yrs 6 mos
Comerica SecuritiesBroker
November 2003 - November 2021 · 18 yrs
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Eric Lessnau - Financial Advisor | TrueAdvisor