Joshua Leonard
Joshua Leonard is a registered investment advisor at Leonard Advisory Group LLC, based in Saint Joseph, MI, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 174 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leonard Advisory Group does not directly manage investments but directs clients to third-party investment advisors. They may direct clients to Morningstar Managed Portfolios or AE Wealth Management. The total fee, including Leonard AG's fee and the third-party advisor's fee, ranges from 1.50% to 1.65% of your portfolio, depending on the amount you invest. These fees are negotiable.
Location
720 State St, Saint Joseph, MI, 49085
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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 →Other Business ActivitiesSells Insurance
Joshua is a representative at Leonard Advisory Group, an insurance and financial planning firm. He spends nearly full-time (180 hours per month) on marketing research, business tracking, insurance product research, and presentations.
Employment History
Current Registrations
Leonard Advisory Group LLC
Previous Registrations
Center Street Advisors, INC.
State Registrations3 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.