Leatherback Investments LLC fees and pricing
Financial planner in Lakewood, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Leatherback Investments LLC charges a flat or project fee of $5,000-$15,000 and a monthly fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$15,000
“Fixed fee rates range from $5,000 to $15,000, collected in advance (upon signing the Agreement).”
- Monthly fee
- $500-$10,000/mo
“Investment Consulting Investment Consulting typically consists of an upfront charge that is based on complexity and the nature of work involved in the initial engagement and an ongoing fee that is paid monthly, in advance, at a rate ranging from $500 to $10,000 per month based on the complexity and needs of the…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Leatherback Investments LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Agreement.”
- “Ongoing % plan fees are pro-rated and paid in arrears on a quarterly basis and are 6 calculated by applying the fee percentage to each tier account value as of the last day of the previous quarter.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Leatherback Investments LLC’s fees compare
- Its flat or project fee of $5,000-$15,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Lakewood that publish a flat or project fee charge less.
About Leatherback Investments LLC
“Our firm provides retirement plan services to employer plan sponsors on an ongoing basis.”
- Principal: Eli Fried
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 3
- Works with
- Pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $169,609,786
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299608
- Phone
- (732) 242-4045
Other planners in Lakewood that publish fees
- Choice Asset Management LLCLakewood$250/hr
- Five Point InvestmentsLakewood$250/hr, $500
- Onyx Wealth Management LLCLakewood$250/hr, $350-$5,000
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.