Leeb Capital Management, INC.
Assets Under Management
$95.8M
Number of Clients
58
Number of Advisors
2
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$47.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Leeb Capital Management (LCM) offers ongoing investment supervision based on your financial situation, objectives, and risk tolerance. LCM manages accounts based on your individual needs and offers strategies including Large-Cap Growth, Income and Growth, and Peak Resources and Energy. LCM may invest in domestic and foreign stocks, bonds, options, mutual funds, annuities and money markets. Clients can impose reasonable restrictions on their accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Institutional Growth Accounts: $5,000,000 to $10,000,000: 0.90%; $10,000,001 to $20,000,000: 0.85%; $20,000,001 to $25,000,000: 0.80%; $25,000,001 to $50,000,000: 0.75%; Over $50,000,000: Negotiable. Income and Growth Accounts: 1.0%. Peak Resources and Energy Accounts: 2.0%. Fees may be negotiable.
Fee Estimator
Areas of Practice
Location
40 West 37th Street, Room 1003, New York, NY, 10018