Leibman Financial Services offers investment management through an asset management program and a portfolio monitoring program. They also offer financial planning services. The firm manages accounts based on your financial situation, investment objectives, and risk tolerance. They also offer a Donor Advised Fund program through Independent Charitable Gift Fund (iGiftFund).
Assets Under Management$170M
Clients270
Advisors4
Avg. per Client$640K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.90% |
| $8M+ | 0.80% |
Clients receive a longevity discount of 0.05% reduction in the fee at the end of 5 years, 15 years, and 30 years of consecutive client tenure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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