Brett Leahy is a registered investment advisor at Echelons Capital, LLC, based in Park City, UT, with 2 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 34 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Echelons Capital charges an annual fee for managing your investments, ranging from 0.35% to 1.25% of the value of your portfolio. The exact percentage depends on the amount you invest, the type of services you need, and the level of administration you require. The fee is calculated monthly based on the average daily balance of your account. Fees for alternative investments are billed separately on a quarterly basis. The advisory fee is negotiable.
Location
2078 Prospector Avenue, Suite 4, Park City, UT, 84060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Echelons Capital, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations2 states
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