Investment Leadership, LLC manages investment portfolios and provides personalized financial planning and consulting services to individuals, trusts, foundations, endowments, and corporations. Founded in 2013 and based in Forest, Virginia, the registered investment advisor builds tailored portfolios using mutual funds, index funds, exchange-traded funds, individual stocks, bonds, certificates of deposit, and options. Investment Leadership also offers specialized programs including certificate of deposit asset management, consulting asset management utilizing third-party managers, and general financial consulting. The firm emphasizes comprehensive planning and tailors its strategies to meet each client's specific financial goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable. The certificate of deposit asset management program and consulting asset management program charge an annual rate of 0.25%.