LEEP Asset Management offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. LEEP Asset Management generally invests in mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities and venture capital funds, primarily recommending equities. They request authority to make trades without asking for permission each time.
Assets Under Management$16M
Clients35
Advisors1
Avg. per Client$460K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $4.0M | 0.45% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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