Christopher Leonard
Christopher Leonard is a registered investment advisor at Baker Asset Management, LLC, based in Williamsburg, VA, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $5M 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 $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable and current client relationships may exist where the fee charged is different than the fee schedule above.
Fee Estimator
Location
Williamsburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baker Asset Management, LLC
State Registrations1 state
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