Lessard Wealth Management offers financial planning, consulting, and investment management services. Financial planning covers areas like retirement, education funding, and estate planning. Investment management involves creating customized portfolios based on individual goals. Lessard Wealth Management also refers clients to LPL Financial for certain advisory programs. They work exclusively with high-net-worth individuals.
Assets Under Management$33M
Clients58
Advisors1
Avg. per Client$560K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable depending on the market value of the account, the longstanding relationship with the client, your financial situation, the trading activity and the complexity of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...