Leon Dulion is a registered investment advisor at Dna Wealth Management LLC, based in Pensacola, FL, with 11 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 39 clients with $22M 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 - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees are negotiable for accounts over $3,000,000. When investment advisory services are utilized, and at least $300,000 of assets are under management by DNA, ongoing comprehensive financial planning will be included in the investment advisory fee. DNA may waive this $300,000 threshold for legacy clients. There is a minimum fee of $10 per month.
Fee Estimator
Location
Pensacola, FL
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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
Leon is the owner of Altruist Properties, Inc. and My Dwelling LLC, and is involved with the Notre Dame Alumni Club of Pensacola and Integritas Partner's, LLC, dedicating minimal time to each. None of these activities are investment-related.
Employment History
Current Registrations
Dna Wealth Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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