Adam Leavitt is a CFP-designated registered investment advisor at Castlepoint Wealth Advisors, based in Tulsa, OK, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 283 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. Some legacy clients may be under a different fee schedule.
Fee Estimator
Contact
Adam Leavitt
Location
2021 S. Lewis Ave., Suite 440, Tulsa, OK, 74104
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 Activities
Adam is the managing member of Ann Landrith Holdings, LLC, a family investment holding company, since 2001, dedicating a few hours per week. He is also a trustee for the Tulsa Municipal Employees Retirement Plan since 2014.
Employment History
Current Registrations
Castlepoint Wealth Advisors
Previous Registrations
Hogantaylor Wealth
Red Rock Financial Advisory
Red Rock Financial Advisory
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.
Exams
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