Lel Investment LLC

Fee-Only (% of Portfolio)

LEL Investment, LLC is an investment management firm that manages individual investment accounts. LEL aims to provide superior risk-adjusted investment returns by investing in publicly traded stocks in the U.S. and international stock exchanges based on fundamental research. LEL invests both long and short in equity securities of publicly traded companies that sell goods or provide services to mass market consumers.

Assets Under Management$100K
Clients8
AdvisorsN/A
Avg. per Client$13K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fee may be waived at LEL's discretion. Performance fees equal to 10% of the aggregate net profits that were made for the year and are billed annually in arrears.

Fee Estimator
Your Portfolio Value
$500K
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Lel Investment LLC | TrueAdvisor