Andrew Leonard
Andrew Leonard is a registered investment advisor at RBC Capital Markets, LLC, based in Washington, DC, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
2100 Pennsylvania Avenue Nw, Suite 810N, Washington, DC, 20037
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Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Andrew is an officer in a BNI professional networking group since 2021. He spends minimal time maintaining statistics and heading new membership.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations24 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.