Lenity Financial, Inc. offers investment management and financial planning services. Investment management is tailored to clients' objectives, risk tolerance, and other factors, using ETFs, mutual funds, stocks, and other securities. Financial planning covers financial statements, insurance, investments, taxes, retirement, education, and estate planning. Lenity Financial may suggest third-party managers or alternative investments, with client approval.
Assets Under Management$87M
Clients62
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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