Paul Leonard
Paul Leonard is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grosse Pointe, MI, with 27 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
726 Notre Dame St., Grosse Pointe, MI, 48230
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2010Other Business Activities
Paul has several business activities, including business ownership and outside employment. He dedicates about a third of his time to investment-related activities and minimal time to non-investment related board of director and treasurer roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Edward JonesBroker
State Registrations10 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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