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CFP
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CFP

Michael Leonetti

31 Years of Experience
Buffalo Grove, IL
May Earn Commission

Michael Leonetti is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Buffalo Grove, IL, with 31 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Michael Leonetti

Location

1130 W Lake Cook Rd, Suite 300, Buffalo Grove, IL, 60089

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hightower Advisors, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Leonetti & Associates, LLC
May 2008 - June 2019 · 11 yrs 1 mo
Leonetti & Associates INC
September 1994 - June 2008 · 13 yrs 9 mos
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.
Additional Information

I am a CERTIFIED FINANCIAL PLANNER®, Certified Fund Specialist, and Accredited Investment Fiduciary®. I graduated from St. Mary’s College in Winona, Minnesota with a bachelor’s degree in Business Administration and Economics. I founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning, which has since become the standard in the industry. I am regularly named as one of the top financial advisors byBloomberg Wealth Manager, listed inMedical Economicsas one of the top 150 Financial Advisors for physicians and named as one of the top fifty Financial Advisors in the April 2008 issue ofChicago Magazine. For 11 years I wrote the quarterly financial planning column for theJournal of theAmerican Association of IndividualInvestors. My book,Retire Worry-Freewas published in 1993.

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Michael Leonetti
Michael Leonetti - Financial Advisor | TrueAdvisor