Letson Investment Management (LIM) offers investment management services, primarily discretionary asset management, using stocks and bonds. LIM works with clients to understand their investment needs, goals, and risk tolerance, and then creates a written investment policy. LIM does not offer legal, tax, or accounting advice. Client assets are not guaranteed by the FDIC or any other governmental agency.
Assets Under Management$290M
Clients99
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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