Allan Leffler is a registered investment advisor at Ele Advisory Services, INC, based in Trinity, FL, with 3 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.
Location
Trinity, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allan works as a sales representative for Financial Wealth Solutions, focusing on insurance sales and service since March 2021. This activity takes nearly full-time hours.
Employment History
Current Registrations
Ele Advisory Services, INC
State Registrations2 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.