Ledgerplus Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ledgerplus Financial Services LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, preparing Investment Policy Statements and offering ongoing portfolio monitoring. Its advice covers equities, fixed income, ETFs and non-U.S. securities, and financial planning is offered on an hourly or project basis.
The firm uses a blend of analytical methods—including charting, fundamental analysis, modern portfolio theory, quantitative and technical analysis—and employs both long- and short-term trading approaches when advising clients. Ledgerplus does not maintain trading discretion or execute client trades on custodial accounts; clients retain trading authority and receive quarterly account reports from their custodians.
Compared with peers, the firm has an unusually high client load for a single-advisor practice (approximately 380 clients), which can affect how services are delivered. The principal also maintains accounting activities and may offer accounting-related advice or products to clients, a relationship the brochure discloses as a potential source of conflict of interest.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.60%
$75 to $150 per hour
Main office
Davie FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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