Overview

Headquarters
Bellaire, TX
Total Firm Assets
$121 million
Average High-Net-Worth Client Portfolio Size
$5.6 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: LEDER FIDUCIARY CAPITAL LLC ADV PART 2A (2026-04-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 0.65%
$1,000,001 $2,000,000 0.60%
$2,000,001 $5,000,000 0.55%
$5,000,001 $10,000,000 0.40%
$10,000,001 $15,000,000 0.35%
$15,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $6,500 0.65%
$5 million $29,000 0.58%
$10 million $49,000 0.49%
$50 million $154,000 0.31%
$100 million $279,000 0.28%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
93.64%
Number of High-Net-Worth Clients
20
Total Client Accounts
143
Discretionary Accounts
142
Non-Discretionary Accounts
1

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
285490
  • LEDER FIDUCIARY CAPITAL LLC ADV PART 2A (2026-04-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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