Leonid Medved
Leonid Medved is a registered investment advisor at Valley Wealth Managers, INC., based in Los Angeles, CA, with 14 years of industry experience. Leonid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 982 clients with $2.3B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees for fixed income only accounts are discounted at 50% of the prevailing rate. Fees and minimums are typically not negotiable, but VWM retains the right to modify fees in its sole discretion.
Fee Estimator
Location
555 West 5th Street, 33rd Floor, Los Angeles, CA, 90013
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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 Activities
Leonid is a member of the investment committee for Gideon Hausner Jewish Day School, starting in February 2023. He helps develop, implement, and monitor the school's endowment investments, dedicating minimal time to this activity.
Employment History
Current Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Previous Registrations
Valley Financial Management, INC.
State Registrations15 states
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