Leh Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LEH Advisors LLC provides investment management, financial planning, retirement plan consulting, and retirement management to individuals and high‑net‑worth clients as well as employer sponsors, pension and profit‑sharing plans, charitable organizations, and corporations. The firm operates as a fee‑only adviser and offers both ongoing and project‑based planning engagements plus discretionary and non‑discretionary portfolio management.
The firm develops client‑specific investment policies and implements portfolios using a blend of passive and active approaches grounded in Modern Portfolio Theory, with the use of fundamental, technical, cyclical, and charting analyses where appropriate. When advising retirement plans, LEH Advisors provides ERISA fiduciary services and may act as an investment manager under ERISA (section 3(38)), including investment selection, monitoring, and discretionary trading for plan sponsors.
Compared with many solo independent advisers, the firm’s brochure emphasizes institutional and plan‑sponsor work—serving pension/profit‑sharing plans, charitable organizations, and corporations—which are less common client types for advisers of its size. The firm was founded recently and reported no regulatory assets under management as of December 31, 2025, reflecting an early‑stage practice focused on combining individual wealth management with ERISA‑aligned plan services.
Client services
Expertise
Occupation focus
Fee options
Flat fees for project-based financial planning; possible flat fee negotiation for high net worth clients for investment management
$0 - $1,000,000: $10,000 flat annual fee $1,000,001 - $3,000,000: 1.00% of assets annually $3,000,001 - $5,000,000: 0.60% of assets annually $5,000,001+: 0.50% of assets annually
Project-Based financial planning hourly rate typically $500 (negotiable)
Ongoing financial planning fee typically $10,000 annually, paid monthly or quarterly in arrears
Minimum fee: $10,000 annual minimum for Investment Management services for accounts $0 to $1,000,000 Fee-only: Financial planning fees: initial fee up to $10,000; ongoing planning typically $10,000 annually; project-based fees flat or hourly ($500/hr)
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
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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