Leamnson Capital Advisory, LLC offers financial planning and investment management services to individuals and high net worth clients. For investment management, Leamnson works with clients to establish investment guidelines and creates asset allocations to meet their needs. Investment management is provided on a discretionary basis, and Leamnson monitors accounts and makes changes as needed. Optional ongoing financial planning may be provided as part of investment advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors. Leamnson may provide financial planning as part of the investment management fees.