Ledgerplus Financial Services provides ongoing portfolio management based on your individual goals and risk tolerance. They create an investment policy statement outlining your financial situation. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Ledgerplus generally advises on fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$4.3M
Clients31
Advisors1
Avg. per Client$140K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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