Leonard Moulin
Leonard Moulin is a CFA-designated registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 18 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.
Location
109 E. Escalones, San Clemente, CA, 92672
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Leonard provides financial modeling and corporate strategy consulting services, dedicating about half of his time to this activity. He also works full-time as a financial advisor at SB Wealth, focusing on investment strategy, portfolio management, and client communication.
Employment History
Current Registrations
Ignite Planners LLC
Stonex Securities INC.Broker
Previous Registrations
Sb Wealth
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
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.