Leedom Asset Management (LAM) offers investment advice, creating and monitoring stock and bond portfolios for individual accounts. LAM's investment strategy is limited to stocks, bonds and options. LAM also provides investment supervisory services to a private investment vehicle, LSI Select Fund LP, specializing in small to mid-capitalization emerging growth stocks. LAM uses a proprietary software to identify stocks experiencing initial institutional buying based on the Leedom Strength Indicator (LSI).
Assets Under Management$74M
Clients61
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on assets under management totaling greater than $1 million per account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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