LET Bob Advisory, LLC

Overview

LET Bob Advisory, LLC is a very small, single-office registered investment adviser organized as an LLC. The firm provides fixed‑fee portfolio management services to individuals, families and small businesses. Its stated investment preference is equities, with its managed assets allocated to exchange‑traded equities and mutual funds rather than fixed income or private-market holdings. The adviser operates on a discretionary basis and is not positioned as a multi‑state or pension consultant, and it does not identify as an active ESG investor. The business model is tailored to a high‑volume, low‑balance retail client mix: the adviser charges fixed fees rather than percentage‑based or performance fees. That structure, combined with a narrow product set focused on publicly traded securities and mutual funds, suggests the firm emphasizes straightforward, liquid portfolios over complex or illiquid allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices