Le Capital Management (LE) offers discretionary portfolio management services. LE reviews client investment goals and risk tolerance before making investments. LE does not tailor its investment services to individual client needs. LE is strictly an investment advisor and not a financial planner, lawyer, or accountant. LE is a fee-only advisor and does not receive commissions.
Assets Under Management$9.1M
Clients5
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.55% |
Fees may be negotiable under some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...