LM
CFP
LM
CFP
Leonardo Mesa
29 Years of Experience
Amherst, NY
1 Disclosure
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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
100 Corporate Parkway, Suite 308, Amherst, NY, 14226
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Settled
Employment History
Current Registrations
F L Putnam Investment Management CO.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Capital Management CORP
October 2010 - December 2024 · 14 yrs 2 mos
Strategic Advisers, INC.
November 1994 - September 2008 · 13 yrs 10 mos
State Registrations2 states
FLNY
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.