Investments

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.

AUM Fee
Less than $1 million 1%
$1-2 million 0.75%
over $2 million 0.5%