Todd Leake
Todd Leake is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 37 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2006Customer Dispute
August 1999Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Todd is a part owner of Competitive Edge Sports, LLC and Leake Farms LTD, dedicating a few hours per week and minimal time, respectively. He is also an independent insurance agent selling fixed rate life insurance, spending minimal time on this, and consults for Athlete Training and Health, spending about a quarter of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Summit Wealth Strategies
Pillar Capital Management, LLC
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.