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Curtis Leich

Edward Jones
16 Years of Experience
Perry, OK
1 DisclosureBroker
View SEC Summary
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Curtis Leich is a registered investment advisor at Edward Jones, based in Perry, OK, with 16 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 Cedar St, Perry, OK, 73077

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History

Regulatory History (1)
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Criminal
December 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Curtis is a manager at CRL Global Development, LLC, a real estate company, since 2018. He dedicates minimal time to this activity.

Employment History
Current Registrations
Edward Jones
October 2010 - Present · 16 yrs
Edward JonesBroker
October 2010 - Present · 16 yrs
State Registrations34 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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