Economic Leads, led by John Harvey Early, manages investment portfolios with a focus on protecting and growing purchasing power over a five-year or longer time horizon. Economic Leads uses economic, demographic, and financial data to make investment decisions. Client funds are held in accounts under the client's name at a custodian like TD Ameritrade. Clients can add or withdraw funds with 30 days' notice.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $360K | 0.75% |
| $360K - $1.0M | 0.50% |
| $1M+ | 0.20% |
The fixed portion of the calendar year fee will be cut in half for the first year of a new client if the agreement begins after July 1 and will be waived if the agreement begins after October 1.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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