Thomas Leidner is a registered investment advisor at Qp Wealth Management, LLC, based in Haven, NJ, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121 clients with $400M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,001. QP Wealth Management does not bill the base fee for Alternative Investments, but instead charges a 1% investment due diligence fee upon receipt of executed subscription documents and an ongoing investment management fee of 1.00% of the most recent valuation provided by the fund as of the last day of the previous month. The Alternative Investments are counted in the portfolio value for break points in the base fee. The Firm will recommend an adviser share class and will charge the client 0.25% to advise on 529 accounts.
Fee Estimator
Location
Haven, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the Co-Founder, Co-CIO, and PM of QP Wealth Management, LLC, an RIA. He dedicates nearly full-time hours to investment advising and portfolio management.
Employment History
Current Registrations
Qp Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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