Lebrigh Life Planners

Fee-Only (% of Portfolio)Fixed/Hourly

Lebrigh Life Planners is a financial planning firm that provides advice to individuals and high-net-worth individuals. Lebrigh offers advice on cash flow, insurance, investments, retirement, taxes, estate planning, and education planning. All advice is tailored to each individual. Lebrigh Life Planners does not have discretionary authority over client accounts.

Assets Under Management$5.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000

Lebrigh Life Planners offers portfolio management services. The fee is the greater of $5,000 or 1% of your portfolio.

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Location

1 Advisors at this firm

Lebrigh Life Planners | TrueAdvisor