Van Leeuwen Retirement and Investment Services provides financial planning and investment management services. They focus on helping clients make retirement decisions by considering their goals, lifestyle, and needs. They offer objective financial advice on a fee basis, customizing investment portfolios and providing ongoing professional advice.
Assets Under Management$460M
Clients639
Advisors2
Avg. per Client$720K
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Van Leeuwen Retirement and Investment Services offers investment management services through various programs. The advisory fee is up to 1.75% annually, based on the value of your investments and the complexity of the services. This fee is billed quarterly in advance. The exact fee may be negotiable. There may be additional fees, such as mutual fund expenses and ticket charges.
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