Richard Leukart
Richard Leukart is a registered investment advisor at Charter Oak Asset Management, INC., based in Cheshire, CT, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 120 clients with $67M 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 - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees may be negotiable for accounts exceeding $2,500,000.
Fee Estimator
Location
1520 Highland Ave, Cheshire, CT, 06410-1276
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
Richard co-owns Seventy West, LLC, managing rental property and dedicating about 10-20% of his time to it. He is also licensed to sell life, accident, and health insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Charter Oak Asset Management, INC.
Previous Registrations
Charter Oak Asset Management, INC.Broker
Penn Mutual Equity Services, INC.Broker
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.