Lebron Financial Services offers financial planning and investment management to individuals and high-net-worth individuals. They also provide retirement plan advisory and education services to small and medium-sized businesses and non-profit organizations. Lebron Financial Services primarily uses mutual funds and exchange-traded funds, as well as individual stocks and bonds, to help clients achieve their investment goals.
Assets Under Management$900K
Clients10
Advisors1
Avg. per Client$90K
Avg. per Advisor$900K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Fees are negotiable and can differ favorably to the client depending on the calculation of the fee by a specific product.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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