Leon Colafrancesco
Leon Colafrancesco is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 44 years of industry experience. Leon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
90 So Cascade Avenue, Suite 970, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Leon provides investment advisory services through Seamount Financial Group, Inc., an independent investment advisor firm, starting in 1999. This activity takes nearly full-time, consuming approximately 173 hours per month.
Employment History
Current Registrations
LPL Financial LLCBroker
Seamount Financial Group INC
Previous Registrations
LPL Financial LLC
Grove Point Investments, LLCBroker
Hagerty, Stewart & Associates, INC.Broker
Universal Heritage Investments CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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