Lefleur Financial

Updated today

Total assets under management

$23,173,895

Total clients

25% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

Average account size

$724,184

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Account minimum: $1,200,000 Fee-only: Annual fee based on assets under management as per tiers above

Disclosures

Main office location

Lefleur Financial

2906 N State Street, Suite 207

Jackson MS 39216, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 601-956-5600

Advisors at this firm

Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner

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