Brent Leavitt
Brent Leavitt is a CFP-designated registered investment advisor at Interactive Financial Advisors, based in Great Falls, MT, with 11 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M 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 $25K | 2.45% |
| $25K - $50K | 2.40% |
| $50K - $250K | 2.30% |
| $250K - $500K | 1.91% |
| $500K - $1.0M | 1.82% |
| $1M+ | 1.70% |
Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.
Fee Estimator
Location
1201 10th Ave S, Suite 105, Great Falls, MT, 59405
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 ActivitiesSells Insurance
Brent Leavitt is the sole proprietor of Battle Born Financial Advisor & Health Insurance Brokerage, working as an insurance agent. This takes about half of his time and is compensated by commissions.
Employment History
Current Registrations
Interactive Financial Advisors
State Registrations2 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.
Exams
More Advisors
- Jordan Husted, CFPEdward Jones
- Michael Martin, CFPD.A. Davidson & CO.
- Allen Bloomgren, PFS
- Amy Buffington, CFPD.A. Davidson & CO.
- Kelley Aline, CFPEdward Jones
- Eric Borggard, CFPEdward Jones