Leyenda Capital provides investment management services to clients, creating strategies based on their goals, risk tolerance, and time horizon. Clients can place restrictions on investments. Leyenda manages investments with discretionary authority, meaning they can make trades without asking you first. Walter Lange III is the owner and chief compliance officer.
Assets Under Management$50M
Clients5
Advisors1
Avg. per Client$10M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
For accounts over $10,000,000, the fee is 0.5% + 20% of the annual portfolio performance above an agreed upon 10% hurdle. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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