Lebens Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,571,445
Clients
140
Advisors
1
of 3 employees
About
Lebens Advisory Group provides discretionary investment management, wealth management, financial planning and retirement plan advisory services to individuals (including high-net-worth clients), corporations and retirement plans. The firm constructs customized portfolios using individual equities, ETFs and, when appropriate, mutual funds or bonds, and may recommend unaffiliated independent managers or platforms for portions of client assets.
Investment decisions are informed by a mix of fundamental, technical and charting analysis and are generally long-term focused while allowing shorter-term trades for rebalancing or to meet client needs. Client accounts are monitored continuously with formal reviews at least annually, and the firm conducts initial and ongoing due diligence and oversight of any Independent Managers it recommends.
The firm operates as a solo advisory practice managing approximately $56.9 million for about 140 clients and maintains an institutional platform relationship with Shareholders Service Group (SSG) that provides software, trading desk access, block trading and other economic benefits. It also provides non‑advisory business services through its parent company and reports assets under advisement for held-away accounts (including floating‑rate notes and variable annuities) and serves as an ERISA fiduciary for retirement-plan oversight, characteristics that are less common among similarly sized peers.
Client services
Expertise
Fee options
Financial planning fixed fee engagements at $2,000
1.00% annually for wealth management and retirement plan advisory services; fee billed quarterly
Fee-only: Financial planning stand-alone fixed fee at $2,000; ongoing financial planning fees billed at 0.50% annually
Main office
17850 Kenwood Trail Dodd Blvd, Suite 215
Lakeville MN 55044, United States
Offices (1)
Most active in
Florida · Illinois · Iowa · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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