Lenk Ladner Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$335,604,097
Clients
270
Advisors
1
of 3 employees
About
Lenk Ladner Investment Solutions is a fee-only investment adviser that provides ongoing portfolio management and advisory services to individuals, high‑net‑worth households, retirement accounts, trusts, estates and charitable organizations, managing approximately $337 million in client assets. The firm works with both discretionary and non‑discretionary accounts and delivers continuous investment oversight across a mix of equities, fixed income, mutual funds and ETFs.
The firm describes a conservative, long‑term investment approach focused on total return, seeking companies with sustainable earnings growth and an emphasis on dividend growth while not excluding non‑dividend payers. Portfolios are research-driven and tax‑conscious, with an emphasis on holding positions for years and minimizing short‑term trading, and investment decisions are made consistent with each client’s objectives and risk profile.
Noteworthy features include a small, long‑tenured advisory team and an on‑staff CFP® professional, resulting in a relatively high assets‑under‑management per advisor compared with many peers. The firm operates without soft‑dollar arrangements or third‑party compensation, generally recommends a major independent custodian (while permitting client choice), aggregates trades when appropriate, and does not vote client proxies as part of its standard practice.
Client services
Expertise
Fee options
Management consultation fees start at $500 for initial meeting
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $4,000,000: 0.50% $4,000,000+: 0.40%
$250 per hour after initial meeting
Account minimum: $500,000 Fee-only: Management consultation fees start at $500 for initial meeting then $250 an hour after initial meeting.
Main office
896 Main Street, P.O. Box 872
Osterville MA 02655
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")