Leonard Anderson is a registered investment advisor at Lha Capital Partners, based in Scottsdale, AZ, with 15 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 17 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LHA Capital Partners' annual fee for portfolio management and financial consulting ranges from 1.0% to 1.5% of the value of your portfolio. The specific fee depends on the size of your portfolio, the scope of the engagement, the complexity of services, and the level of administration requested. The fee is billed quarterly in advance, based on the portfolio balance at the end of the previous quarter. This fee may be negotiable.
Location
Scottsdale, AZ
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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.
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Leonard is a business consultant for a behavioral treatment center, a limited partner in a film finance group, an investor/participant in two film financing companies, and a placement agent for First Trust Portfolios. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Lha Capital Partners
Previous Registrations
Laurel Wealth Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.