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Lebens Advisory Group LLC

Headquartered in LAKEVILLE, MN

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Firm Information

Lebens Advisory Group LLC is a financial advisory firm serving individuals, high-net-worth individuals, and pension and profit-sharing plans. With over 375 accounts and $41.3 million in assets under management, the firm offers financial planning, portfolio management for individuals, and selection of other advisors.

Lebens Advisory Group LLC

$41.34M

Assets Under Management

12

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LEBENS ADVISORY GROUP LLC has a total of 2 branch locations across the country.
location

Lakeville, MN

location

Naples, FL

Advisors at Lebens Advisory Group LLC

View All 1 Advisors
Unclaimed
Steven James Lebens

RA

Naples, FL

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Disclosures

There are no public disclosures for Lebens Advisory Group LLC.

Frequently Asked Questions (4)

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