Lisch Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lisch Investment Management LLC is a fee-only investment adviser that provides personalized financial planning and discretionary portfolio management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $62.7 million for roughly 100 client accounts and offers services that include cash flow and retirement planning, tax and estate planning, and ongoing investment supervision.
The firm employs a strategic asset allocation framework with an income-and-growth orientation, using dividend-paying equities, real estate investment trusts, master limited partnerships, and selectively managed bond funds within globally diversified portfolios. Client objectives are documented in investment policy statements, accounts are managed on a discretionary basis, and portfolios are reviewed at least quarterly with adjustments when market conditions or client circumstances change.
Lisch has several atypical operational features for a firm its size: it is affiliated with an accounting practice and a law practice and has principals who are also licensed life and health insurance agents, arrangements the firm discloses in its brochure. Those affiliations are reflected in its wealth-management offering, which can include fee credits or coordination with affiliated or approved legal and tax service providers, and the firm also discloses that advisors may receive limited non-cash compensation and may provide administrative or referral support to other advisory firms.
Client services
Expertise
Fee options
Retainer Agreement with fixed fees (annual fee not negotiable)
$0 - $1,000,000: 1.5% $1,000,001 - $1,500,000: 1.45% $1,500,001 - $2,000,000: 1.4% $2,000,001 - $2,500,000: 1.3% $2,500,001 - $3,000,000: 1.2% $3,000,001 - $4,000,000: 1.1% $4,000,001 - $5,000,000: 1.0% $5,000,001+: 0.75%
Minimum fee: No minimum annual fee or amount of assets necessary to become a client Fee-only: Firm is strictly fee-only; does not accept commissions or any form of commissions
Main office
105 Greene Street Ste L5
Jersey City NJ 07302
Advisors at this office
2
Most active in
Florida · New Jersey · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Howard L
Series 63
Jersey City, NJ
Lisch Investment Management LLC
Howard Lisch is the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.
Melissa R
Series 63, Series 66
Jersey City, NJ
Lisch Investment Management LLC
Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with several related entities including Leigh Baldwin & Co., LLC, Hudson River Investment Group, and Lisch & Lisch LLC. Outside of advising, Rosenfeld is involved with a certified public accounting firm that provides accounting and tax services. Lisch Investment Management LLC is a fee-only adviser offering personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth using diversified portfolios and manages approximately $62.7 million across about 100 accounts.
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