Letteney Financial Advisory, or LFA, offers investment and portfolio management services, where they make investment decisions for you. LFA also provides financial planning services, including help with retirement accounts, brokerage accounts, budgets, and overall financial strategy. LFA works with clients to understand their financial goals and risk tolerance to create a tailored investment approach.
Assets Under Management$2M
Clients40
Advisors1
Avg. per Client$50K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $75K | 1.70% |
| $75K - $100K | 1.60% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be reduced or waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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