Lebrigh Life Planners

Overview

Lebrigh Life Planners is a small, individual-owned advisory firm that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm operates under a largely advisory, non-discretionary model: its reported assets are managed on a non-discretionary basis, which implies the adviser primarily makes recommendations while clients retain final trading authority. Investment activity is concentrated in exchange-traded equities and mutual funds, with supplemental exposure to alternative strategies through third-party hedge funds and real estate vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Fee arrangements are mixed: Lebrigh Life Planners uses a combination of percentage-of-AUM fees, hourly charges, fixed fees and other fee arrangements depending on the engagement. The business focuses on tailored financial planning and portfolio management rather than large-scale institutional allocation or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices