Leadership Financial Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Leadership Financial Advisors, LLC (LFA) provides portfolio management services tailored to individual client goals and risk tolerance. They also offer financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. LFA primarily advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
LFA charges an annual portfolio management fee of 1.50% of assets under management. Financial planning fees are either fixed, ranging from $1,000 to $15,000, or hourly, ranging from $250 to $500. Clients are responsible for third-party fees like custodian and brokerage fees. There is no account minimum.
Areas of Practice
Location
TX, United States