LEH Advisors LLC is a registered investment advisor founded in April 2023 and based in Brooklyn, New York. Laura Hemphill serves as the principal owner and Chief Compliance Officer. LEH Advisors offers personalized investment management, ongoing and project-based financial planning, retirement plan consulting, and retirement plan management. The firm follows a fee-only structure, meaning compensation comes solely from clients rather than commissions or third-party product sales. Investment management services include building custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, with either discretionary or non-discretionary authority. Financial planning covers a wide range of topics including business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax planning strategies. LEH Advisors works with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
First $1M carries a $10,000 flat fee. Fees are negotiable. Household accounts may be aggregated. Flat fees may be negotiated for high-net-worth clients in very limited circumstances.
