Clair Leedom is a registered investment advisor at Leedom Asset Management, INC., based in Rancho Santa Fe, CA, with 20 years of industry experience. Clair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $74M 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 | 1.00% |
Fees are negotiable on assets under management totaling greater than $1 million per account.
Fee Estimator
Location
Rancho Santa Fe, CA
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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.
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Clair is the Chairman of the Board for California Equity Research, LLC, an investment-related business, since 1999. Clair dedicates a few hours per week to providing services to companies through this sole proprietorship.
Employment History
Current Registrations
Leedom Asset Management, INC.
Previous Registrations
Central Park Equity, LLC
Western Financial Advisors
State Registrations1 state
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