Lederer & Associates Investment Counsel manages investment portfolios for individuals, trusts, estates, and other organizations. The firm creates customized portfolios based on your goals, including equity, fixed-income, and balanced approaches. They focus on quality, growth, and value when selecting investments. You can place restrictions on the types of investments they make.
Assets Under Management$240M
Clients137
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the size of the portfolios and market values may be combined with other family accounts in the same household. Minimum annual fees may be imposed on portfolios under $500,000. Fees for existing clients may be higher or lower than current posted rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...