Leder Fiduciary Capital LLC offers custom-tailored investment advice to meet clients' goals and objectives. They provide portfolio management services and include financial planning as a complimentary service. They create investment strategies based on your goals, risk tolerance, and tax situation, typically starting with a model portfolio and personalizing it. They emphasize low-cost and no-load investments, favoring passive and index investments. They offer both discretionary and non-discretionary portfolio management services.
Assets Under Management$100M
Clients33
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.25% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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