Leadership Financial Advisors provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and constructs diversified portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and alternative investments. Financial planning services cover investment planning, life insurance concerns, tax strategies, retirement planning, college savings, and debt management. Leadership Financial Advisors operates as a fiduciary when providing advice on retirement accounts, meaning they are legally required to act in your best interest. The firm does not require a minimum investment to open an account, and clients' assets are held at Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.