Amporn Leininger
Amporn Leininger is a registered investment advisor at Amporn W. Leininger, Summit Financial Services, based in San Francisco, CA, with 12 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 1.00% |
| $5K - $25K | 0.75% |
| $25K+ | 0.50% |
The minimum investment fee is $50 on each investment purchase or sale/liquidated.
Fee Estimator
Location
San Francisco, CA
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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
Amporn provides bookkeeping, tax, annuities, and insurance services to clients as part of the investment and financial consulting business at the advisor's firm. The time devoted to these services is about 10-20% of their time.
Employment History
Current Registrations
Amporn W. Leininger, Summit Financial Services
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.