Leo Tropeano
Leo Tropeano is a registered investment advisor at Tilson Financial Group INC, based in Whitehouse Station, NJ, with 26 years of industry experience. Leo 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 439 clients with $750M 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 $999K | 1.00% |
| $999K - $3.0M | 0.75% |
| $3.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees for third-party managers are in addition to the fees charged by Tilson Financial Group. Tilson Financial Group may charge a lesser management fee or accept lesser account sizes, based upon certain criteria.
Fee Estimator
Location
109 Main St, Po Box 541, Whitehouse Station, NJ, 08889
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Leo is an investment advisor representative (IAR) managing client assets and preparing financial plans, spending about half of his time on this. He is also a CPA and Co-President at Tropeano & McGrady, PC, an accounting practice, dedicating about half of his time. Additionally, Leo is an independent insurance broker and involved in property management through REO Management, LLC and Mela Court, LLC, spending about 10-20% of his time and minimal time respectively.
Employment History
Current Registrations
Tilson Financial Group INC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, 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.