Caitlin Leibman
Caitlin Leibman is a registered investment advisor at Leibman Financial Servces, INC., based in Louisville, NE, with 2 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 270 clients with $170M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.90% |
| $8M+ | 0.80% |
Clients receive a longevity discount of 0.05% reduction in the fee at the end of 5 years, 15 years, and 30 years of consecutive client tenure.
Fee Estimator
Location
228 Main Street, Louisville, NE, 68037
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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
Caitlin operates under a DBA for her LPL business, 228main.com, since 2018. This activity is investment-related.
Employment History
Current Registrations
Leibman Financial Servces, INC.
LPL Financial LLCBroker
State Registrations1 state
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