Leder Fiduciary Capital is a registered investment advisor based in Bellaire, Texas, offering custom-tailored portfolio management and financial consulting services to individuals, high-net-worth clients, trusts, and businesses. Leder Fiduciary Capital builds personalized investment portfolios primarily using low-cost, no-load mutual funds and exchange-traded funds, relying on fundamental analysis and modern portfolio theory. Financial planning is included as a complimentary service alongside portfolio management. Clients can choose between discretionary and non-discretionary portfolio management arrangements. The firm emphasizes low-cost investing, tax efficiency, and constructing bespoke asset allocations recorded in an Investment Policy Statement. Leder Fiduciary Capital generally requires a minimum account size of $250,000, though this minimum may be waived at the firm's discretion.
Fee Structure
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% |
Fees are negotiable depending on individual client circumstances. Family household accounts may be combined to reach lower fee tiers.