Leonard Hempen
Leonard Hempen is a registered investment advisor at Private Client Services, LLC, based in Kansas City, MO, with 33 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Kansas City, MO
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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 Activities
Leonard owns Planners for Financial Success, where he does tax preparation and accounting work, spending nearly full-time hours during tax season and minimal time outside of it. He is also a board member of Bear the Care, Inc., a non-profit for veteran job assistance, and corporate secretary for Animaux du Vin, Inc., a wine importing company.
Employment History
Current Registrations
Private Client Services, LLCBroker
Greenleaf Financial Network, LLC
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations17 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
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