Lebens Advisory Group offers investment advice and financial planning to individuals, high net worth individuals, corporations, and retirement plans. Services include investment management, retirement planning, and financial planning. Lebens may recommend unaffiliated investment managers. Steven J. Lebens is the sole advisory person of Lebens.
Assets Under Management$57M
Clients150
Advisors1
Avg. per Client$380K
Avg. per Advisor$57M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees are negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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