Lestna Retirement offers holistic wealth planning and investment advisory services to individuals and families. Planning services include tax, risk, estate, legacy, retirement, insurance, cash flow, corporate benefits, stock compensation, education, credit/debt, business, and investment analysis. Lestna Retirement also provides fiduciary consulting services to ERISA retirement plans.
Assets Under Management$2.1M
Clients17
Advisors2
Avg. per Client$130K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.70% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Minimum annual fee of $7,500 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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