Lebed Asset Management (LAM) manages investment portfolios for individuals, trusts, and family partnerships. LAM manages equity portfolios consisting primarily of U.S. listed common stocks and American Depository Receipts. LAM also manages broadly diversified portfolios that include fixed income holdings in addition to equity holdings. Client accounts are managed according to individual investment goals and objectives, and all accounts are managed on a discretionary basis.
Assets Under Management$24M
Clients10
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation in limited circumstances. This schedule is for diversified portfolios. Equity portfolios are charged 1.00% on the first $5,000,000 and 0.75% on amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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