Lemuel James Financial offers investment and financial planning services, managing portfolios based on client objectives using a tactical allocation strategy. They use various securities and may recommend redistributing investments to diversify portfolios. They also offer pension consulting services for companies, including fiduciary compliance, recordkeeping, and employee education. Financial planning services include portfolio customization and tailored investment advice.
Assets Under Management$15M
Clients186
Advisors1
Avg. per Client$79K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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