Lenk Ladner Investment Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$335,604,097
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
270
41% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
270
Very HighAverage account size
$1,242,978
About
Lenk Ladner Investment Solutions is a fee-only investment adviser that provides ongoing portfolio management and advisory services to individuals, high‑net‑worth households, retirement accounts, trusts, estates and charitable organizations, managing approximately $337 million in client assets. The firm works with both discretionary and non‑discretionary accounts and delivers continuous investment oversight across a mix of equities, fixed income, mutual funds and ETFs.
The firm describes a conservative, long‑term investment approach focused on total return, seeking companies with sustainable earnings growth and an emphasis on dividend growth while not excluding non‑dividend payers. Portfolios are research-driven and tax‑conscious, with an emphasis on holding positions for years and minimizing short‑term trading, and investment decisions are made consistent with each client’s objectives and risk profile.
Noteworthy features include a small, long‑tenured advisory team and an on‑staff CFP® professional, resulting in a relatively high assets‑under‑management per advisor compared with many peers. The firm operates without soft‑dollar arrangements or third‑party compensation, generally recommends a major independent custodian (while permitting client choice), aggregates trades when appropriate, and does not vote client proxies as part of its standard practice.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Fee options
Management consultation fees start at $500 for initial meeting
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.40%
$250 per hour after initial meeting
Account minimum: $500,000 Fee-only: Management consultation fees start at $500 for initial meeting then $250 an hour after initial meeting.
Main office location
Lenk Ladner Investment Solutions LLC
896 Main Street
Osterville MA 02655, United States
Number of offices
1
Most active in
Lenk Ladner Investment Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · 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:
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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.
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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.
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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.
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