Leonard Hayduchok
Leonard Hayduchok is a CFP-designated registered investment advisor at Turner Financial Group, INC., based in Hamilton, NJ, with 19 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M 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 | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.
Fee Estimator
Location
3560 Quakerbridge Road, Hamilton, NJ, 08619
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Other Business ActivitiesSells Insurance
Leonard is involved with Dedicated Benefits d.b.a. Dedicated Senior Advisors, Dedicated Financial Services, LLC, and Dedicated Financial Services - Delaware, all providing financial and insurance services.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Dedicated Financial Services LLC
Sgl Financial, LLC
Dedicated Financial Services, LLC
State Registrations8 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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