Leander Wealth Management is a registered investment advisor located in Salt Lake City, Utah, founded by Zachary B. Leander. The firm provides customized investment management services to individuals and high net worth individuals on a discretionary basis. Instead of using model portfolios, Leander Wealth Management builds portfolios primarily using individual stocks, exchange-traded funds (including those with exposure to cryptocurrency), options contracts, individual bonds, and diversified mutual funds tailored to each client's specific goals, risk tolerance, and time horizon. The firm employs fundamental, technical, and charting analysis to guide its investment strategies, focusing primarily on long-term growth while actively monitoring market conditions. Leander Wealth Management acts legally required to act in your best interest as a fiduciary. In addition to investment management, the firm's principal is a licensed independent insurance professional and may offer insurance products separately for commission compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are assessed monthly in advance and are negotiable at the firm's sole discretion.