Leading Edge Financial Planning offers wealth management services that combine ongoing investment portfolio management with personalized financial planning. Leading Edge Financial Planning works closely with individuals, high net worth individuals, trusts, estates, and businesses to build custom investment strategies using low-cost mutual funds and exchange-traded funds. As part of its wealth management services, Leading Edge Financial Planning provides guidance across various financial areas, including retirement planning, personal savings, education savings, tax planning, estate planning, and insurance analysis. Investment portfolios are managed on a discretionary basis, meaning the registered investment advisor makes trades on behalf of the client based on agreed-upon goals and risk tolerance. Leading Edge Financial Planning operates as a fiduciary, legally required to act in the client's best interest. The firm does not impose a strict minimum investment requirement, though it generally requires a minimum annual fee of $2,400 to implement its wealth management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.55% |
Fees for assets over $7,000,000 are negotiable. Fees take into consideration aggregate assets under management with Leading Edge Financial Planning.