Lear Investment Management
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Learn more about Lear Investment Management
Overview
Lear Investment Management is located at 2911 Turtle Creek Boulevard, Dallas, TX. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Lear Investment Management is not a registered broker-dealer.
Lear Investment Management oversees $604.0 million in assets under management across 292 accounts, of which 263 are discretionary and 29 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to retail investors, high net worth investors, and other investment advisers, with high net worth investors being the largest client type by accounts. The fee structure at Lear Investment Management is asset-based. The firm has 101 high net worth clients.
Lear Investment Management is registered in the states of California, Florida, Massachusetts, Minnesota, New York, Texas, and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lear Investment Management by the Numbers
$604.0 million
8
292
$2.1 million
Fee Structure
Fees for financial advisory services typically vary depending on which service is provided. Fees billed by Lear Investment Management typically consist of the following fee type: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors, and other investment advisers. Out of its 3 clients, Lear Investment Management's largest client type by number of accounts is other investment advisers, though it also serves 101 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 73.19%
- Other Individuals - 26.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lear Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lear Investment Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Hopkinton, MA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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