Louis Leyes is a registered investment advisor at Stages Planning Group, LLC, based in Virginia Beach, VA, with 23 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 322 clients with $93M 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 $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Schedule shown is for non-planning clients. Planning clients pay lower fees: $0-$999,999: 1.0%, $1,000,000-$1,999,999: 0.8%, $2,000,000+: 0.6%. Fees may be negotiable.
Fee Estimator
Location
249 Central Park Avenue, #300-23, Virginia Beach, VA, 23452
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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
Stages Planning Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations3 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.