Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LFI directs clients to third-party investment advisors and is compensated via a fee share. Fees are negotiable and disclosed to clients. They also offer a Cash Management Platform with a 0.50% fee, which is also negotiable. Alternative investment consulting fees vary depending on the sponsor, with some charging a flat fee ($2,500 annually for assets between $25,000 and $225,000) or a percentage (1.00% annually for assets over $250,000). LFI may direct clients to Synergy Asset Management LLC, Turner Capital Investments, LLC, Ignite Funding, Barrat Asset Management, Cantor Fitzgerald & Company, and REI Energy. The minimum investment for Turner Capital Investments, LLC is $100,000. For all other investments there is an account minimum requirement of $25,000. Clients are responsible for third-party fees.
Areas of Practice
Advisor Information
Office location
2950 Buskirk Avenue Suite 300, Walnut Creek, CA, 94597
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leonard is a sales advisor for CA Long Term Care Insurance Services since 2014, spending about a quarter of his time selling long-term care insurance. He also works as an apartment manager for Bahme Partnership, dedicating about 10-20% of his time to property repairs and maintenance since 1985.