LynnLeigh & Company is a registered investment advisor located in New York, founded in 2016 and owned by Rebecca Gillette and Kelly Olczak. The firm provides comprehensive wealth management services, which combine financial planning and consulting with discretionary investment management. Portfolios are tailored to each client's risk profile, time horizon, income needs, and tax situation, primarily utilizing low-cost mutual funds, exchange-traded funds, individual stocks, and bonds. LynnLeigh employs fundamental, technical, cyclical, and charting analysis in its investment approach. In addition to portfolio management, the firm offers financial planning covering retirement, savings, education, and charitable giving. LynnLeigh generally does not impose a minimum account size for establishing a relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed fee negotiated on a case-by-case basis.