Lesjak Planning, LLC

Lesjak Planning, LLC is a family-owned financial planning firm and Registered Investment Advisor since 1980, with the principal owner being Michael J. Lesjak. The firm offers financial planning and investment advisory services, including retirement, tax, estate planning, and goal setting. Clients can choose between the PREMIER ASSET MANAGEMENT PROGRAM (PAMP) or the ANNUAL MANAGEMENT PROGRAM (AMP). The firm uses a long-term investment strategy with diversified portfolios based on individual risk profiles and needs. They act as a Fiduciary, making recommendations in the client's best interest. Clients can opt for discretionary or non-discretionary investment services. Fees for services are transparent and negotiable, with the fee structure detailed for each program. The firm does not have custody of client assets and manages over $362 million on a discretionary basis. Lesjak Planning, LLC operates under a Code of Ethics and does not vote client securities. Clients receive regular account reviews and statements. The firm does not engage in performance-based fees or side-by-side management. There are no disciplinary events to disclose, and the firm does not engage in client referral or other compensation practices.