Leetown Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including retirement planning, risk management, college savings, and estate planning. Financial planning can be comprehensive (ongoing) or hourly for specific needs. Leetown Advisors also provides business consulting services.
Assets Under Management$13M
Clients60
Advisors1
Avg. per Client$210K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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