Leatherback Investments (LI) offers various advisory services, including retirement plan consulting and management, investment consulting, investment management, and financial planning. LI creates investment plans based on clients' goals, risk tolerance, and tax considerations, primarily using stocks, bonds, mutual funds, and ETFs. Clients can place restrictions on their accounts. LI does not participate in wrap fee programs.
Assets Under Management$160M
Clients11
Advisors2
Avg. per Client$14M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$1M
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% |
Account minimums and advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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