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Simplified our compensation methods to match your needs.

Fees and Expenses

The financial industry has made fees mysterious and sometimes impossible for clients to discern. It’s very simple; if fees are not absolutely transparent you are probably paying too much. There are many great ways to minimize the cost of investing. The method of compensation should be clear to you before you sign our financial planning agreement.

At LEFP, we have simplified our compensation methods into three easy to understand options.

Option 1

Your Managed Assets Our Rates
$1 – $250,000 1.00%
$250,001 – $1,000,000 0.85%
$1,000,001 – $3,000,000 0.75%
$3,000,001 – $5,000,000 0.65%
$5,000,001 – $10,000,000 0.50%
$10,000,001 and Above Negotiable

For those clients that choose to hire us as to manage their investment assets and include financial planning, our fees are based on a percentage of the assets we manage for that client, calculated on a tiered basis.

Option 2

Your Custom Plan Hourly Rate
Advice $150-$300
Financial Consulting
General Assistance
Ask us about additional
Custom Services

If clients simply need a financial plan they wish to execute on their own, or objective advice pertain to a specific financial topic or decision, we can arrange an hourly pay structure: Our hourly financial planning fees range from $150 – $300 per hour depending on the complexity and needs of client.

Option 3

Your Needs Terms
Advice Monthly
Financial Consulting
General Assistance
Ask us about additional
Custom Services

This final option gives clients the ability to pay on a monthly basis based on the planning needs of the client.

Flexibility to meet your needs

Our goal with different fee structures is to have the flexibility to meet our clients needs under different circumstances. We believe having different pay structures enables us to deliver the value of financial planning and investment management in a convenient way at a fair price.