Lesjak Planning, LLC is a family-owned financial planning firm and registered investment advisor that has been in business since 1980. The firm offers comprehensive financial planning and two main investment management programs: the Premier Asset Management Program and the Annual Management Program. Lesjak Planning works with clients to understand their financial objectives, risk comfort levels, and tax status to build personalized asset allocation models using equities, fixed income, and Treasury securities. Depending on the chosen program, portfolios are managed on either a discretionary or non-discretionary basis, with ongoing monitoring and reviews conducted quarterly or annually. As a fiduciary, Lesjak Planning is legally required to act in your best interest at all times. The firm serves individuals, trusts, estates, charitable organizations, and retirement plans.
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. This schedule applies to the Premier Asset Management Program. The Annual Management Program charges a flat fee of $500 per year regardless of portfolio size.