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: 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 operating as a limited liability company and owned by an individual. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and publishing periodic client-oriented materials. It charges fees using a mix of percentage-of-assets, hourly rates, and fixed fees. Lesjak Planning is not positioned as an allocator to external private managers, is not a multi-state or pension consultant adviser, and does not identify as an active ESG investor.