Leonard Kingsley is a CFP-designated registered investment advisor at 1stto50th LLC, based in Kailua, HI, with 9 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $250K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1stTo50th, LLC charges an annual fee for investment management services based on the type of investments in your account:
- 0.50% for accounts comprised only of fixed income, mutual funds, or exchange traded funds.
- 0.75% for accounts blended with or solely of individual equities, options, and other investments.
A minimum annual fee of $5,000 per household is typical, and most households that don't meet this threshold will be declined. Exceptions to the minimum fee or rate charged will be explained in the Investment Management Advisory Agreement.
Location
74 Kihapai Street, Kailua, HI, 96734
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Regulatory History (1)
Regulatory
May 2008Other Business Activities
Leonard is a passive owner of real estate through United American Investments, LLC since December 2022. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
1stto50th LLC
Previous Registrations
Farmers Financial Solutions, LLCBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Prudential Securities IncorporatedBroker
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.