Leicht Financial Planning and Wealth Management
Fee-Only (% of Portfolio)Fixed/Hourly
Leicht Financial Planning and Wealth Management offers investment management and financial planning services to individuals. They create investment strategies tailored to each client's goals and risk tolerance, primarily using exchange-traded funds. Financial planning covers areas like tax, retirement, estate, and education planning. Some advisors are also registered representatives of LPL Financial and licensed insurance agents, which may create conflicts of interest.
Assets Under Management$210M
Clients190
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$210M
www.linkedin.com/company/leicht-financial-plann... ·www.facebook.com/leichtwealth ·www.leichtwealth.com
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4.0M - $6.0M | 1.25% |
| $6M+ | 1.00% |
Fee rate is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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