Jay Lebed is a registered investment advisor at Boston Portfolio Advisers, based in Boston, MA, with 22 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $98M 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 | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation in limited circumstances. The last two breakpoints do not apply to individual stock management.
Fee Estimator
Location
6 Beacon Street, Suite 725, Boston, MA, 02108-3810
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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 →Other Business Activities
Jay is an officer and indirect minority owner of Boston Portfolio Advisers, LLC (BPA), where he serves as Vice President. He dedicates about half his time to BPA, managing client relationships, providing investment advice, conducting investment research, and assisting with back-office functions.
Employment History
Current Registrations
Boston Portfolio Advisers
Lebed Asset Management LLC
Previous Registrations
Boston Investment Advisers, 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.