Leonard Durso
Leonard Durso is a ChFC-designated registered investment advisor at Beacon Capital Management, INC., based in Wesley Chapel, FL, with 16 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 10,456 clients with $4.3B 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 | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.15% |
Fees are negotiable between Beacon and the custodian, platform provider, or retail advisor. Legacy Astor accounts and supervisory services may be subject to different fee arrangements.
Fee Estimator
Location
Wesley Chapel, FL
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 →Employment History
Current Registrations
Beacon Capital Management, INC.
Sammons Financial Network, LLC
Sammons Financial Network, LLCBroker
Previous Registrations
Flexible Plan Investments LTD
Jefferson Pilot Securities CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations12 states
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
More Advisors
- Robert Nicoletti, CFPJ.P. Morgan Securities LLC
- Daniel Markese, CFP
- Tiffany Leroy, CFPSchwab Wealth Advisory, INC.
- Michael Wetter, CFPCharles Schwab & CO., INC.
- Ralph Sevelius, CFPIht Wealth Management LLC
- William Morales, ChFCEdward Jones