Masuda Lehrman Wealth LLC offers full-service wealth management, including investment management and financial planning. Investment management is available only to clients using ongoing financial planning services. They also offer limited-scope financial planning engagements and hourly financial planning services. Masuda Lehrman Wealth primarily advises on stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$6.5M
Clients21
Advisors1
Avg. per Client$310K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
The above fee schedule includes the Third-Party Manager’s fee. At no point will the combined fee charged to the client exceed 2% of assets under management. Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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