Lechner Associates offers financial planning, consultation, and investment management. They create an Investment Policy Statement for each client, outlining how they work together. Lechner Associates recommends only true, no-load daily valued investment products. They do not sell any products, nor do they accept commissions or referral fees.
Assets Under Management$85M
Clients128
Advisors1
Avg. per Client$670K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Lechner Associates offers wealth management services that include investment portfolio management, oversight and investment guidance for employer-sponsored retirement plans, and financial planning services. The annual fee is based on anticipated time spent and value added for the client’s financial needs. The average monthly fee is $300, ranging up to $475, and may be negotiable.
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