JL
ChFC
JL
ChFC
John Leach
33 Years of Experience
Westlake Village, CA
1 Disclosure
John Leach is a ChFC-designated registered investment advisor at Calabasas Advisory Group, LLC, based in Westlake Village, CA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 488 clients with $250M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
488 clients
Average Client Portfolio
$511K average
Assets Under Management
$249.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
32107 Lindero Canyon Rd., Suite #133, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1974Final Disposition
Employment History
Current Registrations
Calabasas Advisory Group, LLC
May 2017 - Present · 9 yrs
Previous Registrations
Ameriprise Financial Services, INC.
December 1997 - May 2017 · 19 yrs 5 mos
Ameriprise Financial Services, INC.Broker
March 1993 - May 2017 · 24 yrs 2 mos
Ids Life Insurance CompanyBroker
March 1993 - July 2006 · 13 yrs 4 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.