Leach, Bickmore & Weiss Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Leach, Bickmore & Weiss Wealth Management offers investment advice and financial planning to individuals, families, and businesses. Services include creating and managing investment portfolios, and financial consultations covering cash flow, estate planning, insurance, debt, retirement, education, and tax analysis. The firm aims to help clients meet their financial goals while considering their risk tolerance and time horizon.
Assets Under Management$120M
Clients292
Advisors4
Avg. per Client$400K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The firm also offers Asset Management services with fees based on a tiered schedule or a flat percentage, not exceeding 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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