Leisure Capital Management is a registered investment advisor headquartered in Costa Mesa, California, founded in 2002. The firm primarily provides discretionary investment management services, designing and monitoring personalized portfolios based on each client's specific goals, risk tolerance, and time horizon. Leisure Capital Management utilizes a diverse mix of investments, including individual stocks, bonds, mutual funds, exchange-traded funds, government securities, and options. The firm also offers sustainable and responsible investing overlay strategies, enabling clients to align their portfolios with environmental, social, and governance preferences. In addition to investment management, Leisure Capital Management provides financial consulting services on an hourly basis. The firm typically requires a minimum account size of $500,000, though this minimum can be waived or reduced at their discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 0.60% for the first $2,000,000. Fees are negotiable, and reduced fees may apply for non-profit organizations or employee and family accounts.