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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-12-1980
- Office Locations
- 1
Office Locations
About Lesjak Planning, LLC
Lesjak Planning is a fee-only, independent, family-owned financial planning and investment management firm (est. 1980) focused on long-term, plan-driven relationships with individuals and families. The team meets annually, provides detailed written plans and quarterly/annual portfolio reporting for clients and their tax/estate specialists, and runs an Annual Management Program for next-generation clients early in their financial journey. Portfolios commonly use ETFs and fixed income; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH LESJAK
Certified Financial Planner, President
- CRD
- #1081405
- Ownership
- 75% or more
MARC CHRISTIAN THOMAS
Certified Financial Planner, Chief Compliance Officer
- CRD
- #4672267
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NATHAN RUSSELL GIST
Certified Financial Planner
- CRD
- #5067437
DAVID MATTHEW LESJAK
Certified Financial Planner
- CRD
- #842592
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,000,000 | $1,026,385 |
| Non-Discretionary | $7,000,000 | $3,500,000 |
| Total | $396,000,000 | $1,039,370 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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