Leo Renner
Leo Renner is a CFP-designated registered investment advisor at Meritum Wealth Management LLC, based in Dublin, OH, with 12 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $14M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
Dublin, OH
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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
Leo is a licensed agent with Advocate Health, offering Medicare Advantage and Supplement products. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Meritum Wealth Management LLC
Previous Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.