Pricing

Pricing

Fully Transparent Pricing

The financial advice industry is very good at hiding what it actually costs their clients to do business with them. As a fee-only, fiduciary firm, the only fees Leamnson Capital receives are from its clients. We don't sell any products.We accept no commission, referral fees, mutual fund kickbacks, or any other type of fees. Your cost for doing business with us are clearly listed below. If you have questions or would like to talk further, reach out at the email or phone numbers on the website. 

Financial Plans

  • Self-guided - FREE Get Started Here

  • Advisor directed - $500.00 (accounts linked), $750,00 (Manual or CSV upload)

Advisor directed plans include Social Security Claiming Analysis

Social Security Claiming Analysis (stand alone)

  • $200.00

Investment Management

  • First $1,000,000 - 1.00%

  • Next $1,000,000 - 0.75%

  • Next $1,000,000 - 0.55%

  • Next $2,000,000 - 0.45%

  • Over $5,000,000 - 0.35%

Mutual Fund Fees

  • 0.13% - 0.25%

Transaction Costs

  • Mutual funds - $9.95

  • Stocks/ETF - $9.95