Unlike many of our competitors, our pricing is not based on assets under management or hours worked. Instead, LeverPoint’s annual fee is based on the complexity of your business. Factors that drive the cost of an engagement include:
- number of investments
- number of investors
- frequency of transactions
- reporting requirement
If you’re interested in getting a quote, please contact us. We will spend time with you to assess your firm’s needs and to recommend the services we feel will benefit both you and your investors.
Upstate New York
855 Route 146, Ste 250
Clifton Park, NY 12065
855 Route 146, Ste 250
Clifton Park, NY 12065
New York City
900 Broadway, Ste 203
New York, NY 10003
900 Broadway, Ste 203
New York, NY 10003
For additional information please contact: Krista McCoy
+1 518 373 5500