Leo Wagner
Leo Wagner is a registered investment advisor at 1st Financial LLC, based in New Port Richey, FL, with 16 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
2144 Seven Springs Blvd, Suite 406, New Port Richey, FL, 34655
Get directionsHistory
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
Leo is a contractor/agent for multiple insurance companies, including The Hartford, Capitas Pinnacle, American National Insurance, Liberty Bankers Life, Bankers Life Insurance Company, and Employees Life Company. He sells life insurance and fixed annuities, dedicating minimal time to each.
Employment History
Current Registrations
1st Financial LLC
Previous Registrations
Brokersxpress LLC
LPL Financial Corporation
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.