Leonard Raskin
Leonard Raskin is a CFP, ChFC-designated registered investment advisor at Raskin Global INC., based in Phoenix, MD, with 38 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 38 clients with $18M 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 $1.0M | 1.25% |
| $1.0M - $4.0M | 0.99% |
| $4.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Annual fee is negotiable. Raskin Global also manages assets held away, charging a maximum of 0.50% annually, which is also negotiable. Raskin Global also acts as a co-advisor with Matson Money, Inc. with the same fee schedule as above.
Fee Estimator
Location
3312 Papermill Road, Suite 202, Phoenix, MD, 21131
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Leonard is an insurance agent with Raskin Global, LLC, selling life, disability, long-term care, and health insurance, as well as providing 401k audits and referrals for 1035 exchanges. This activity takes about 10-20% of Leonard's time.
Employment History
Current Registrations
Raskin Global INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations7 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.