Leppla Capital Management (LCM) provides ongoing investment management based on individual client goals and risk tolerance. LCM may create a Financial Blueprint outlining a client's situation. LCM also offers business investment management services. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. LCM may offer subscription-based services with securities investment recommendations. LCM limits its investment advice to mutual funds, ETFs, equities, bonds, fixed income, debt securities, hedge funds, options, futures, third party money managers, REITs, and government securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.0M | 1.08% |
| $1M+ | 0.96% |
Fees are negotiable. Qualified investors are charged an asset based management fee not to exceed 1.80% on all assets under management and a performance based fee not to exceed 20% of net profits above a mutually agreed upon high water mark.