Martin Leonard
Martin Leonard is a CFP-designated registered investment advisor at Ifs Group, based in Mechanicsburg, PA, with 21 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 267 clients with $240M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1205 Manor Drive, Ste 200, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (2)
Financial
June 2019Financial
March 2017Other Business ActivitiesSells Insurance
Martin operates his LPL business through IFS Group since 2017 and provides investment advisory services through IFS Group LLC since 2024, dedicating about a quarter of his time to the latter. He also engages in non-variable insurance activities, spending minimal time on them, and is a book author.
Employment History
Current Registrations
Ifs Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investacorp, INC.Broker
Investacorp Advisory Services INC
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
P.J. Robb Variable CorporationBroker
Underwriters Equity CorporationBroker
Pruco Securities, LLC.Broker
State Registrations17 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.