Lenape Investments creates and manages investment portfolios for high-net-worth individuals and families. Lenape primarily invests in U.S. large-cap stocks that offer both dividend income and potential for capital appreciation. Lenape manages each account individually and tailors its investment approach to each client's specific needs and goals, as outlined in an Investment Policy Statement.
Assets Under Management$36M
Clients15
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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