Leetown specializes in discretionary managed accounts that are allocated based on a multitude of factors, including risk tolerance, time horizon, and tax efficiency. There are no account minimums for clients that also participate in Financial Planning, and an account minimum of $100,000 for those that do not. Financial Planning clients are eligible for a 10% discount for every $100,000 managed, updated at the beginning of each year.
|Less than $1 million||1%|
|over $2 million||0.5%|