Leh Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$0
About
LEH Advisors serves individual clients (including high-net-worth individuals) as well as institutional and organizational clients such as pension and profit-sharing plans, charitable organizations, and corporations or other businesses. The firm provides fee-only wealth management, investment management, financial planning, and retirement plan consulting and retirement plan management services.
The firm describes an investment process focused on developing individualized investment policies and asset-allocation targets, implementing portfolios using a combination of passive and active approaches, and employing fundamental, technical, and Modern Portfolio Theory analysis. Clients may engage the firm for discretionary or non-discretionary portfolio management and may choose ongoing or project-based financial planning; retirement plan engagements can include investment policy design, fiduciary services, vendor reviews, and participant education.
What is distinctive about the firm is its provision of retirement plan management and ERISA fiduciary services (including acting as an ERISA investment manager) and its client mix that includes pension plans, charitable organizations, and corporate plan sponsors—services and client types that are less common for a one-advisor independent firm. The brochure also notes the firm operates on a fee-only basis, recommends institutional custody through Charles Schwab, and implements trades on an individual basis rather than using block aggregation.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Project-Based Financial Planning may be charged as a fixed fee; ongoing financial planning fees typically $10,000 annually, negotiable
$0 - $1,000,000: $10,000 flat annual fee $1,000,000+: 1.00% annually
Typically $500 per hour for project-based financial planning, negotiable
Minimum fee: $10,000 annual fee for accounts with $1,000,000 or less Fee-only: Yes, firm is fee-only, only compensated by client fees, no commissions
Main office location
Leh Advisors LLC
Brooklyn NY, United States
Number of offices
1
Most active in
Leh Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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