Leonard Barry is a CFP-designated registered investment advisor at Yahara Wealth Management LLC, based in Madison, WI, with 20 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 62 clients with $110M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees for Investment Advisory Services are generally not negotiable; however, Yahara Wealth Management reserves the right, in its sole discretion, to waive or reduce fees in certain circumstances.
Fee Estimator
Location
725 Heartland Trail, Suite 205, Madison, WI, 53717
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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
Leonard is the Secretary and Treasurer of Madison Expeditionary Learning Academy, Inc. and Treasurer of East Madison Little League, Inc. He also owns multiple residential rental properties and is a managing member of Volunteer Badger Holdings, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Yahara Wealth Management LLC
Previous Registrations
Wisconsin Capital Management, LLC
Sva Plumb Wealth Management, LLC
Sva Wealth Management, INC.
CUNA Brokerage Services, 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.