Leo Gotleib
Leo Gotleib is a CFP-designated registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Delray Beach, FL
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Regulatory History (1)
Regulatory
October 2023Other Business Activities
Leo is associated with Gotleib & Associates, LLC (DBA for LPL business) and Saxby Gotleib, LLC (fitness facilities). He also owns multiple fitness-related businesses, including WOLF Fitness Northfield, Wolf Fitness Gyms, NeoNugenix, and Live Fierce Supplements, and Got Gym LLC, dedicating minimal time to some of them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Bridge Wealth Advisors
LPL Financial LLCBroker
LPL Financial LLC
Securities America Advisors, INC.
Gotleib Saline Retirement Planning, LLC
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations13 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.