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 in | Montreal, Quebec, Texas |
|---|---|
| Website | my.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 by | Percentage of assets |
|---|---|
| Assets managed | $18.8 billion |
| Individual clients | 1,026 |
| High-net-worth clients | 571 |
| Accounts managed | 2,186 |
| Employees | 75 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-64074) |
| Financial planning | Offered |
| Form ADV filed | December 22, 2025 |
| SEC record | CRD 133221 |