Lesko Securities offers ongoing portfolio management, financial planning, and specific investment strategies tailored to each client's goals, time horizon, and risk tolerance. Portfolio management services include building an investment policy statement, asset allocation, asset selection, ongoing monitoring, and investment strategy. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, exchange-traded funds, Treasury inflation-protected bonds, and non-U.S. securities. In addition, Lesko Securities provides financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit planning. Clients can access these services through wrap fee programs where they pay a single bundled fee that covers management, transaction costs, and fund expenses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.70% |
| $2.5M - $3.0M | 0.60% |
| $3.0M - $3.5M | 0.55% |
| $3.5M+ | 0.50% |
Fees are generally negotiable. American Funds 529 F-2 share class programs are charged at a flat annual rate of 0.45%.