Leatherback Investments manages investment portfolios and provides retirement plan consulting and financial planning for individuals, businesses, and retirement plans. Founded in 2018 and based in Lakewood, New Jersey, Leatherback Investments builds diversified portfolios primarily using mutual funds and exchange-traded funds, tailoring asset allocation to match each client's specific goals, risk tolerance, and tax considerations. In addition to managing investments directly, Leatherback Investments offers project-based and ongoing consulting, retirement plan management for employers, and comprehensive financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees and account minimums are negotiable at the firm's discretion. Household accounts may be aggregated for fee calculations.