Lesjak Planning, LLC

RIASEC RegisteredEst. 1980

Total AUM

$396M

Discretionary

$389M

98% of AUM

Avg account

$1M

Accounts

381

Employees

Advisory reps

Firm details

Headquarters: Westlake, Ohio
CRD number: 110090
Registered since: December 12, 1980
Website: www.lesjakplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.91%
Individuals31.31%
Pension & Profit Sharing Plans2.02%
Charitable Organizations0.76%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Lesjak Planning, LLC is an independent registered investment adviser serving individual and family clients. The firm has been SEC-registered since 1980 and is organized as a limited liability company with individual ownership. Its core service set centers on financial planning and portfolio management for individuals and small businesses, and it also produces periodicals or newsletters for clients. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Lesjak is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.