Leiland Overson is a ChFC-designated registered investment advisor at Overson Advisory Group, based in Mesa, AZ, with 20 years of industry experience. Leiland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 131 clients with $22M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.10% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
2500 South Power Road, Suite 111, Mesa, AZ, 85209
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
Leiland is the President and an insurance agent at Overson Tax Advisory, Inc., dedicating about half of their time to insurance product sales, services, and tax preparation. Leiland also has ownership in Overson Rauguth LLC, which owns an office building.
Employment History
Current Registrations
Overson Advisory Group
Previous Registrations
Synergy Investment Group, LLC
Sterne Agee Investment Advisors, INC.
Synergy Investment Group, LLC
Synergy Investment Group, LLC
First Advisors, INC.
Ffp Advisory Services INC
Raymond James Financial Services
State Registrations1 state
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