Marc Thomas is a CFP-designated registered investment advisor at Lesjak Planning, LLC, based in Westlake, OH, with 23 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 386 clients with $370M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1991 Crocker Road #575, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lesjak Planning, LLC
State Registrations1 state
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