Daniel Savard is a registered investment advisor at Leo Wealth, LLC, based in Hurst, TX, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the owner/agent of Corporate Pensions Company (insurance) since 1978, dedicating about 10-20% of his time. He is also the owner of CPC Benefit Pension & Ins Serv, Inc since 1987, and a consultant for Leap Systems Infinite Banking and Circle of Wealth (life insurance) since 2003, dedicating about 10-20% of his time to each. Daniel is also a registered representative and investment adviser representative at Leo Brokerage, LLC since 2009.
Employment History
Current Registrations
Leo Wealth, LLC
Previous Registrations
Bft Financial Group, LLC
Leo Brokerage, LLCBroker
Main Street Advisors, LLC
Main Street Securities, LLCBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Park Avenue Securities LLCBroker
Royal Alliance Associates, INC.Broker
Century Investors of America, 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.