Lester Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$264,056,030
Total clients
691
6% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
173
Average account size
$382,136
Client services
Financial planning
Portfolio management
Fee options
Fixed fee arrangements from $500 to $25,000 depending on services provided
Maximum 2.00% annually, charged monthly or quarterly in arrears
Hourly fees range from $100 to $500 per hour, negotiable based on complexity
Fee-only: Hourly fees range from $100 to $500 per hour; Fixed fee arrangements range from $500 to $25,000
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.
Main office location
Lester Financial Group, LLC
301 N. Neil St., Suite 400
Champaign IL 61820, United States
Number of offices
2
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