Leon Grove is a ChFC-designated registered investment advisor at Gradient Advisors, LLC, based in Mobile, AL, with 5 years of industry experience. Leon 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, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M 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 | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Mobile, AL
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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
Leon is the owner and investment advisor representative at Grove Wealth Management, dedicating nearly full-time hours to financial planning. He is also the CEO/President/Agent at Grove Financial Group INC, focusing on insurance and Medicare sales for about a quarter of his time, and the CEO of Web Tech Design, spending a few hours per week on web technology for agents and marketing.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Sequent Planning, LLC
State Registrations3 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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