Lebrigh Life Planners, LLC
Wealth Management & Financial Planning


Fiduciary & Fee-Only

As a client of Lebrigh Life Planners, you have the peace of mind knowing we put your interests first.  Because we are fiduciaries, we place your well-being ahead of our own.  Further eliminating any potential conflicts of interest is our fee-model.  It is based on your net worth.  Not basing our fee on portfolio assets, allows us to remove any potential conflict of interest regarding advice that would increase assets under management and fee revenue.  Furthermore, our fee represents the comprehensive and holistic nature of our planning and advice.

Fee Schedule

Lebrigh Life Planners, LLC's fee schedule is as follows. Fees are the greater of: $5,000, 2% of total income or 1% of the first $500,000 of net worth, .5% of the next $500,000 of net worth and .33% above $1 million of net worth. Portfolio management only is the greater of $5,000 or 1% of portfolio assets.