LM
CFP
LM
CFP

Leigh Mast

8 Years of Experience
Wayland, MA

Leigh Mast is a CFP-designated registered investment advisor at L2 Asset Management, LLC, based in Wayland, MA, with 8 years of industry experience. Leigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 86 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
86 clients
Average Client Portfolio
$14.8M average
Assets Under Management
$1.3B

Fee Structure

L2 Asset Management generally charges a fee based on a percentage of the value of your investments. This fee typically ranges from 0% to 1.50% per year. In some cases, L2 Asset Management may also receive a performance-based fee of up to 25% of the net appreciation of your account's assets.

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Location

Wayland, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
L2 Asset Management, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Voisard Asset Management Group
October 2017 - July 2024 · 6 yrs 9 mos
Principal Securities, INC.Broker
December 2015 - October 2016 · 10 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
Leigh Mast - Financial Advisor | TrueAdvisor