Alan Leist
Alan Leist is a CFP-designated registered investment advisor at Strategic Financial Services, based in West Palm Beach, FL, with 46 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,277 clients with $2.3B 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 | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Strategic may negotiate alternative pricing schedules based on client circumstances. Some legacy clients may have grandfathered pricing schedules.
Fee Estimator
Location
224 Datura Street, Suite 710, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2013Customer Dispute
February 2011Other Business Activities
Alan is a director at Indium Corporation of America, a manufacturing company, dedicating minimal time to this role. He also owns a rental building through Business Park Drive LLC, allocating minimal time to this real estate activity.
Employment History
Current Registrations
Strategic Financial Services
Previous Registrations
Alan R. Leist Planning Group
Cadaret Grant & CO INC
MML Investors Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cadaret, Grant & CO., INC.Broker
Nathan, Lewis & Grant, INC.Broker
M. Griffith Locke Investment Services INC.Broker
Family, Industry & College Planning CO., INC.Broker
State Registrations2 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.