Leo Reichle is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 36 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2025Other Business Activities
Leo raises money for Texas Children's Cancer Center by organizing an annual golf tournament. This activity is not investment-related.
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
Sunbelt Securities
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Hilltop Securities Independent Network INC.
Hilltop Securities Independent Network INC.Broker
Partners Investment Advisors
Century Securities Associates, INC.Broker
Century Securities Associates INC
Cibc World Markets CORP.Broker
J.C. Bradford & CO.Broker
Cibc Oppenheimer CORP.Broker
Legg Mason Wood Walker, IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Mmar Group, INC.Broker
Masterson Moreland Sauer Whisman, INC.Broker
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.