Leonard Claus is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 776 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.
Fee Estimator
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
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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 is the President and Chairman of the Board for Alternate Health Decisions Foundation, a non-profit focused on disease management through diet, dedicating a few hours per week. He also owns Investment Ideas for business income tracking and operates Westpark Wealth Advisors as an IAR, spending minimal time on each.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
Tri-Star FinancialBroker
Phoenix Government Investments, INC.Broker
Deshler-Morris Securities, INC.Broker
State Registrations10 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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