Leonard Gallo
Leonard Gallo is a CFP-designated registered investment advisor at Del Gallo Financial Services, LLC, based in Avon, CT, with 26 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Del Gallo Financial Services manages investment portfolios for a fee based on a percentage of the assets managed, generally ranging from 0.50% to 1.50% annually. A minimum of $150,000 in assets is required for this service, though this may be negotiable. Fees are invoiced quarterly based on the portfolio's value at the end of the previous quarter.
Location
Avon, CT
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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
Leonard is a licensed insurance agent with Del Gallo Financial Services, LLC, spending minimal time on insurance activities. He also manages DFS Realty, LLC, which owns property, works as a broker associate with Berkshire Hathaway and Park Place Realty, and instructs/designs curriculum for the College For Financial Planning, spending minimal time on each of these activities.
Employment History
Current Registrations
Del Gallo Financial Services, LLC
Previous Registrations
Tower Square Securities, INC.
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.