Llewellyn Financial LLC offers investment management services, providing advice on stocks, bonds, mutual funds, and other securities. Investment strategies are tailored to individual client needs, considering their objectives, risk tolerance, and any investment restrictions. Llewellyn Financial also offers financial planning services, including reviews of current financial positions and recommendations on managing financial resources. Clients receive either a written plan or verbal consultation.
Assets Under Management$240K
Clients8
Advisors1
Avg. per Client$30K
Avg. per Advisor$240K
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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