Ray Pinson is a CFP-designated registered investment advisor at Leo Wealth, LLC, based in Hurst, TX, with 12 years of industry experience. Ray 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, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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
Ray works as an accounting consultant, dedicating a few hours per week to assisting businesses with accounting questions, job duties, and budgeting. Ray also receives distributions from Pinson Realty, LLC for rental of residential properties, spending minimal time on this activity.
Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLCBroker
Previous Registrations
Bft Financial Group, LLC
State Registrations1 state
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