Advisor at Leder Fiduciary Capital LLC
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Firm
Leder Fiduciary Capital LLC
Location
Bellaire, TX 77401
Credentials
CFA®, Series 63
Industry experience
23 years
Jason Leder is a CFA® charterholder and holds a Series 63 license, with 23 years of industry experience. He has been the sole advisor at Leder Fiduciary Capital LLC since 2016. Leder Fiduciary Capital LLC is an independent registered investment adviser serving individuals and institutional clients such as charitable organizations, foundations, trusts, corporations, and employer retirement plans. The firm manages discretionary and non-discretionary portfolios, focusing on personalized asset allocations with an emphasis on low-cost, tax-efficient investments, including passive/index funds and ETFs.
Based on Leder Fiduciary Capital LLC
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001+: 0.25%
$250/hour (in highly unusual circumstances for financial consulting)
Account minimum: $250,000 Fee-only: Portfolio management fees based on tiered schedule; financial consulting generally complementary, except $250/hour in unusual cases
6300 West Loop South, Suite 280
Bellaire, TX 77401
Texas
Leder Fiduciary Capital LLC
2016 - Present (10 years)
UNEMPLOYMENT
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Lawyer
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Other specialized services
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