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Firm

Letko, Brosseau & Associates

Montreal, Quebec, Texas

Fee-only

Letko, Brosseau & Associates at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFA.
  • Its Form ADV reports 75 employees and 1,597 individual clients, 571 of them high net worth.
  • Its average account is about $8.6 million (assets it manages divided by its 2,186 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inMontreal, Quebec, Texas
Websitemy.lba.ca
Phone(800) 307-8557

Letko, Brosseau & Associates fees

Letko, Brosseau & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets
Assets managed$18.8 billion
Individual clients1,026
High-net-worth clients571
Accounts managed2,186
Employees75
Planning clients51-100
Registered withThe SEC (801-64074)
Financial planningOffered
Form ADV filedDecember 22, 2025
SEC recordCRD 133221

Advisors at this firm (1)