Leonard Ellis is a registered investment advisor at Mohawk Capital Advisors, LLC, based in New York, NY, with 4 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $36M 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.
Fee Estimator
Location
New York, NY
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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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Leonard is a Managing Director and Fund Manager at Atlas Merchant Capital LLC, an investment management firm, since June 2022. This activity is investment-related and takes about 10-20% of Leonard's time.
Employment History
Current Registrations
Mohawk Capital Advisors, LLC
Previous Registrations
Service Academy Capital Management LLC
State Registrations1 state
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