Joseph Leonard
Joseph Leonard is a registered investment advisor at Leonard Wealth Management, LLC, based in Lincolnton, NC, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 45 clients with $6M 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 | 1.50% |
Fee is negotiable based on the size of the account. Accounts may be aggregated to achieve a lower fee.
Fee Estimator
Location
312 East Water Street, Lincolnton, NC, 28092
Get directionsHistory
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
Joseph manages commercial rental properties and owns a trumpet studio. He also operates Leonard Insurance Solutions as a sole proprietor, selling insurance, and provides adult education on retirement planning for about 10-20% of his time.
Employment History
Current Registrations
Leonard Wealth Management, LLC
Previous Registrations
Ae Wealth Management, LLC
Formula Folio Investments
Retirement Wealth Advisors, INC.
Resource Horizons Investment Advisory, INC.
LPL Financial LLC
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.