Jimmy Curtis is a ChFC-designated registered investment advisor at Leo Wealth, LLC, based in Amarillo, TX, with 42 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
6300 I-40 West, Amarillo, TX, 79106
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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 →Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLC
Leo Brokerage, LLCBroker
Previous Registrations
Bft Financial Group, LLC
Macro Financial Advisors, INC
Park Avenue Securities LLCBroker
Omega Securities, INC.
Omega Securities, INC.Broker
Capital West Investment Group, INC.Broker
Omega Securities, INC.Broker
Fortis Investors, INC.Broker
Ameritas Investment CORP.Broker
Integrated Resources Equity CorporationBroker
State Registrations1 state
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.