LESJAK PLANNING, LLC
Westlake, Ohio
Lesjak Planning, LLC is a highly reputable investment advisory firm based out of Westlake, OH. With over 300 individual clients and an impressive $313,700,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Specializing in employer 401Ks and individual investments, Lesjak Planning, LLC has garnered extensive experience in this space.
With a focus on discretion and tailored investment strategies, Lesjak Planning, LLC manages an astounding 98% of their assets under discretionary management. Their team of seven dedicated employees, including five experienced investment adv...
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Assets Under Mgmt
$313.7M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Articles
Articles
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