Leadership Financial Advisors (LFA) provides ongoing portfolio management and financial planning services. LFA creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. Financial planning may include investment, insurance, tax, retirement, college, and debt/credit planning. LFA generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$21M
Clients37
Advisors1
Avg. per Client$560K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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