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Angela Ferrante

Leonard Advisory Group LLC
38 Years of Experience
Wexford, PA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Angela Ferrante is a registered investment advisor at Leonard Advisory Group LLC, based in Wexford, PA, with 38 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 253 clients with $110M in assets under management.

Leonard Advisory Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
253 clients
Average Client Portfolio
$451K average
Assets Under Management
$114.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.95%
$1.0M - $2.0M0.85%
$2.0M - $4.0M0.75%
$4.0M - $8.0M0.60%
$8.0M - $12.0M0.55%
$12M+0.55%

Rates reflect Leonard Advisory Group's portion of fees when using Assetmark. Total client fees include Assetmark's additional fee ranging from 0.43% to 0.59%. Fees are negotiable for accounts over $12M. Altruist platform management fees range from 0.00% to 1.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

180 Swinderman, Ste 400, Wexford, PA, 15090

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History

Regulatory History (1)
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Judgment / Lien
November 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Angela is the president of Laurel Highlands Risk Management, LLC, selling life, health, accident, long-term care, and annuity insurance products, dedicating a few hours per week. She also owns A.M. Cattle Company, a family farm, and spends minimal time on it, and is an investment specialist at Leonard Advisory Group, taking about half of Angela's time.

Employment History
Current Registrations
Leonard Advisory Group LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Center Street Advisors, INC.
March 2015 - November 2022 · 7 yrs 8 mos
Brookstone Capital Management LLC
April 2011 - March 2015 · 3 yrs 11 mos
Center Street Securities, INC.Broker
April 2011 - November 2022 · 11 yrs 7 mos
Qa3 Financial LLC
March 2010 - February 2011 · 11 mos
Qa3 Financial CORP.Broker
July 2009 - February 2011 · 1 yr 7 mos
Securian Financial Services, INC.Broker
March 2007 - March 2009 · 2 yrs
New England Securities Corporation
August 2002 - March 2007 · 4 yrs 7 mos
New England SecuritiesBroker
March 1994 - March 2007 · 13 yrs
The Equitable Life Assurance Society of the United StatesBroker
October 1987 - February 1994 · 6 yrs 4 mos
Equico Securities, INC.Broker
October 1987 - February 1994 · 6 yrs 4 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
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