Lepore Financial Services LLC

Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, using customary asset‑based advisory fee arrangements. The firm reports managing roughly $2.9 million on behalf of about a dozen clients and maintains a public website for client information and communications.

The firm’s advisory work centers on individualized portfolio oversight and ongoing account management for household clients, with fees tied to assets under management. In addition to advisory services, the firm is also registered as a representative of a broker‑dealer, which enables it to effect brokerage transactions alongside its advisory activities and is disclosed in its regulatory filings.

This combination of advisory and broker‑dealer representation is uncommon among independent advisers and may affect trade execution and conflict disclosures compared with typical peers. Given its modest asset base and small client roster, clients should expect direct engagement and firm‑specific disclosures regarding the interaction between its advisory and brokerage roles.