Leon Schenker is a registered investment advisor at Thames Asset Management, INC, based in Hackensack, NJ, with 22 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 clients with $42M 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 - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1 University Plaza Dr, 311, Hackensack, NJ, 07601
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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 →Other Business Activities
Leon is a member of SRG Advisors LLC, working as a Certified Public Accountant for about a quarter of his time. He is also the President of Thames Asset Management Inc., a registered investment advisor, dedicating a few hours per week to this role.
Employment History
Current Registrations
Thames Asset Management, INC
State Registrations3 states
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