Bart Leach is a registered investment advisor at LPL Financial LLC, based in Boise, ID, with 25 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
401 W Front St Ste 400, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
Criminal
March 1990Other Business Activities
Bart operates Headwaters Wealth Management, LLC as a DBA for his LPL business. He is also the sole owner of HAT, LLC, a business entity for tax/investment purposes, dedicating about a quarter of his time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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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