Lester Financial Group offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Lester Financial Group also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Investment advisory services are provided through Investment Advisory Representatives to accounts opened with Lester Financial Group.
Assets Under Management$400M
Clients784
Advisors4
Avg. per Client$510K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable at Lester Financial Group's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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