Leonard Simpson is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsLeonard is a board member for United Cerebral Palsy of Northern California, a member of CHHSZ Holdings LLC, and the CEO of the International Associate of Registered Financial Consultants. He also sells fixed insurance products as an independent agent and through PCRM, LLC, dedicating about half of his time to these insurance-related activities.
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.