Marian Leuby is a registered investment advisor at The Hendrickson Advisory Group, INC., based in Columbus, OH, with 25 years of industry experience. Marian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Fees for managing concentrated stock positions will range from .30% to .50% as negotiated with the client.
Fee Estimator
Location
4700 Reed Road, Suite I, Columbus, OH, 43220
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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
The Hendrickson Advisory Group, INC.
Previous Registrations
Hamilton Capital Management INC
State Registrations1 state
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.