Leither's Financial Planning, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Leither's Financial Planning, Inc. offers financial planning and investment supervisory services. Financial planning includes recommendations on investments, tax savings, insurance, cash flow, education expenses, and retirement. Investment supervisory services involve providing recommendations for buying or selling specific investments, but the client makes all final decisions. Leither's Financial Planning tailors investment portfolios to meet long-term financial goals and does not engage in market timing.

Assets Under Management$0
Clients9
Advisors1
Avg. per Client$0
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable for investment portfolios that exceed $500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm