Lease Investment Advisors offers investment management services, making investment decisions for clients based on their goals and risk tolerance. They also provide financial planning services, including retirement planning, education funding, insurance analysis, and estate planning coordination. Additionally, they assist small businesses with setting up and managing retirement plans for their employees.
Assets Under Management$0
Clients5
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable depending on the size and complexity of your account and the services provided. The same fee schedule applies to both individual/family accounts and small business retirement plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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