Leonardo Mesa
Leonardo Mesa is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Amherst, NY, with 29 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 3,054 clients with $9.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances. Separately managed accounts use flat fees (0.25% to 0.65%).
Fee Estimator
Location
100 Corporate Parkway, Suite 308, Amherst, NY, 14226
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Arbor Capital Management CORP
Strategic Advisers, INC.
State Registrations2 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.
Exams
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