Stefan Fencl is a CFA-designated registered investment advisor at Leep Asset Management, LLC, based in Charlotte, NC, with 11 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $16M 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 $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $4.0M | 0.45% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
10716 Carmel Commons Boulevard, Suite 150, Charlotte, NC, 28226
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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 →Employment History
Current Registrations
Leep Asset Management, LLC
Previous Registrations
First Citizens Asset Management, INC
Capital Advisors Group, INC
State Registrations3 states
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