Lechner Associates is a registered investment advisor based in North Attleboro, Massachusetts, offering comprehensive financial planning, consultation, and portfolio management services since 1997. The firm provides two primary service models: wealth management, which includes ongoing portfolio oversight, monthly reporting, regular reviews, and complimentary financial planning; and financial consultation, which offers hourly advice for clients who prefer to manage their own trades or need single-topic planning. Services cover retirement planning, cash-flow analysis, investment strategy, estate plan reviews, and life planning. Lechner Associates recommends no-load investments such as mutual funds, exchange-traded funds, stocks, and bonds, operating without commissions or product sales. The firm maintains a minimum account size of $200,000 for wealth management clients.
Fee Structure
Lechner Associates charges a fixed monthly fee for wealth management services that range from $250 to $475 per month, with an average monthly fee of $300 (equivalent to $3,000 to $5,700 per year). This fee covers complete investment portfolio management, oversight, and complimentary financial planning.