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LeafHouse Financial Advisors
LeafHouse Financial Advisors is an SEC-registered investment adviser in Austin, TX, registered since 2013. The firm manages $24.1 billion in assets, $21.2...
Overview
LeafHouse Financial Advisors is an SEC-registered investment adviser in Austin, TX, registered since 2013. The firm manages $24.1 billion in assets, $21.2 billion on a discretionary basis. It has 17 employees and 8 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
What does it mean that LeafHouse is an ERISA 3(38) investment manager?
Under ERISA, a 3(38) investment manager assumes full fiduciary responsibility and discretion for selecting and monitoring the investments in a retirement plan. This differs from a 3(21) advisor, who provides non-binding recommendations but leaves the final decision — and the residual legal liability — with the plan sponsor. By serving as a 3(38) fiduciary, LeafHouse removes the employer from the investment-selection chain, which can reduce the sponsor's fiduciary exposure.
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