Gary Leonard is a registered investment advisor at Leonard JR., Gary A., based in San Francisco, CA, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $800K 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 $25K | 1.35% |
| $25K - $50K | 1.25% |
| $50K - $100K | 1.15% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees may be negotiable in special circumstances. Certain accounts of persons affiliated with Gary A. Leonard, Jr. may be managed without fees or at a reduced fee.
Fee Estimator
Location
San Francisco, CA
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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 →Other Business Activities
Gary provides investment advice to friends and family, mirroring their portfolios to his own and making occasional adjustments. He also provides consulting to members of a cooperative based on his hiking experience, dedicating a few hours per week when available.
Employment History
Current Registrations
Leonard JR., Gary A.
Montrose Securities InternationalBroker
Previous Registrations
Roberts & Ryan Investments INC.Broker
Icon Securities CORP.Broker
Redwood Trading, LLCBroker
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.