Peter Belcastro is a CFP-designated registered investment advisor at Leonard Advisory Group LLC, based in Wexford, PA, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 253 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 $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.60% |
| $8.0M - $12.0M | 0.55% |
| $12M+ | 0.55% |
Rates reflect Leonard Advisory Group's portion of fees when using Assetmark. Total client fees include Assetmark's additional fee ranging from 0.43% to 0.59%. Fees are negotiable for accounts over $12M. Altruist platform management fees range from 0.00% to 1.10%.
Fee Estimator
Location
180 Swinderman, Ste 400, Wexford, PA, 15090
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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 →Employment History
Current Registrations
Leonard Advisory Group LLC
Previous Registrations
Bill Few Associates, INC.
Bill Few Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Aig Financial Advisors, INC.Broker
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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