Jeffrey Leone
Jeffrey Leone is a registered investment advisor at Portfolio Medics, LLC, based in Springfield, MA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Springfield, MA
Get directionsHistory
Regulatory History (1)
Criminal
January 2000Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent through PSL Life Group, transacting in insurance products including annuities. He spends about a quarter of his time on this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
LPL Financial LLCBroker
AXA Advisors, LLCBroker
Prudential Investment Management Services LLCBroker
Hartford Securities Distribution Company, INC.Broker
State Registrations2 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.