Rebecca Leonard is a registered investment advisor at Linc Wealth Solutions, based in Norristown, PA, with 16 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 29 clients with $9.8M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees are negotiable and may vary based on the complexity of the services needed and individual client circumstances. Schedule shown is for clients entering into advisory relationships on or after April 1st, 2025. Clients with existing advisory relationships prior to April 1st, 2025 have a different fee schedule.
Fee Estimator
Location
36 E. Main Street, Suite 201, Norristown, PA, 19401
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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
Linc Wealth Solutions
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sei Investments Management CORP
State Registrations1 state
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