Investment Leadership provides personalized investment management and financial planning services. The firm works with individuals, trusts, foundations, endowments, and corporations. Financial planning involves assessing a client's financial goals and creating a plan to meet those goals. Investment management services are offered on a discretionary or non-discretionary basis. Investment Leadership also offers a CD asset management program and consulting services.
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% |
Investment Leadership retains the ability to charge the client a flat percentage fee not to exceed the maximum rate in the schedule above. The annual fee for clients may be lowered in the sole discretion of Investment Leadership. Employee accounts and accounts for employee family members may be waived in the sole discretion of Investment Leadership. The fee for the CD Asset Management Program and Consulting Asset Management program is 0.25% annually billed quarterly.