Leon Bennett
Leon Bennett is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalamazaoo, MI, with 12 years of industry experience. Leon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
518 E North Street, Kalamazaoo, MI, 49007
Get directionsHistory
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
Leon owns rental real estate through Bennett North Street Property, L.L.C. and is a silent investor in Tuts Take Two, LLC. He also owns Bennett Wealth Management LLC to track income/expenses from Raymond James and is a partner in BW Majestic Financial LLC, which is the business name used via RJFS; these activities take up about half of Leon's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations31 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.