Leder Fiduciary Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,392,375
Clients
30
Advisors
1
of 1 employees
About
Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser that provides portfolio management and financial consulting to individuals (including high-net-worth clients), charitable organizations, foundations, trusts, and businesses. Services include discretionary and non-discretionary portfolio management, complimentary financial planning, and retirement-account rollover guidance; the firm primarily advises on mutual funds and exchange-traded funds.
The firm customizes investment strategies through an Investment Policy Statement or by implementing one of its model portfolios, using fundamental analysis and modern portfolio theory while emphasizing low-cost, no-load, passive/index investments and tax efficiency. Clients receive ongoing monitoring and rebalancing, with the firm offering both bespoke asset allocations and model-driven solutions based on an investor’s goals, risk tolerance, tax situation, and time horizon.
Distinctively for a single-advisor independent firm, the adviser manages assets for pension and profit-sharing plans and provides portfolio management for institutional clients in addition to individual accounts, and manages roughly $120 million across about 30 client relationships. The firm also positions itself as a financial "CFO" to clients by combining portfolio management with complimentary financial planning and written IPS documentation.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% Above $15,000,000+: 0.25%
$250/hour (only in unusual circumstances with substantial incremental time commitment)
Account minimum: $250,000
Main office
6300 West Loop South, Suite 280
Bellaire TX 77401
Advisors at this office
1
Most active in
Texas
Also doing business as
Leder Fiduciary Capital LLC · Leder Fiduciary Capital, LLC
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.
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