Luesink Stenstrom Financial (LSF) offers financial life planning, financial transition planning, and investment management services. LSF prepares holistic financial plans considering cash flow, retirement, insurance, tax, college, and estate planning. LSF manages assets on a discretionary basis, investing in various asset classes. They also provide ongoing wealth management services, including financial plan updates, implementation assistance, tax planning, and estate plan reviews. LSF focuses on both the personal and technical sides of money during life transitions, acting as a thinking partner to help clients navigate changes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Minimum fee for investment management is $10,000 per year ($2,500 per quarter). Assets held in employer retirement accounts can be managed for 0.5%-1% per year.
