Lehmann Livian Fridson Advisors (LLFA) provides investment management and consulting services to high net worth individuals, trusts, estates, charitable organizations, and businesses. LLFA manages accounts on a discretionary and non-discretionary basis, creating portfolios of preferred shares, common shares, debt securities, and exchange-traded funds. They also offer an automated investment program called LivX Digital Investment Portfolios. LLFA's advice is based on individual client needs and goals.
Assets Under Management$67M
Clients51
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Income and Multi-Driver portfolios. Equity portfolios are charged 1.50% annually. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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