Leafhouse Financial Advisors, LLC
Assets Under Management
$20.7B
Number of Clients
3,717
Number of Advisors
3
Average Client AUM
$5.6M
AUM per Advisor
$6.9B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LeafHouse offers investment advisory services, including financial planning (by invitation only), investment advisory services, and retirement plan services. They manage investment model portfolios and offer third-party managed assets. Services are tailored to individual client needs, considering investment goals, risk tolerance, and financial situation.
Fee Structure
LeafHouse's fees for investment advisory services range from 0.25% to 2.00% of assets under management, depending on portfolio size, complexity, and other factors. Model program fees range from 0.15% to 0.35%. ERISA retirement plan fiduciary services range from 0.05% to 0.75% or a flat fee between $500 and $200,000. RetireGuide and CIT management fees range from 0.03% to 0.40% or a flat fee between $500 and $200,000. Financial planning fees are negotiated, typically ranging from $500 to $10,000. Hourly fees are $200-$400/hour. Fees are negotiable and depend on various factors.
Areas of Practice
Location
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730