LEN D DO offers personalized investment advice and financial planning services tailored to individual needs. Services include budgeting, college savings planning, insurance risk coverage, investing, retirement planning, tax planning, and estate planning. LEN D DO develops investment strategies based on your goals, time horizon, and risk tolerance, allocating assets with a mix of stocks, bonds, or funds, and rebalancing the portfolio over time.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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