Kyle Leonard is a CFP-designated registered investment advisor at Semmax Financial Advisors, INC., based in Winston-Salem, NC, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 778 clients with $400M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.
Fee Estimator
Location
1447 Trade Mart Blvd, Winston-Salem, NC, 27127
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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
Kyle is a committee member for the City of Mt. Airy Mayor's Office and a board member for Mt. Airy City Schools. These volunteer positions require minimal time and are not investment-related.
Employment History
Current Registrations
Semmax Financial Advisors, INC.
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Adaptfirst Investments LLC
Fund Direct Advisors INC.
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.Broker
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.