Anthony Leonti is a CFP-designated registered investment advisor at Corvus Wealth Advisors LLC, based in Templeton, CA, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 518 clients with $1.1B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Rates shown are for Financial Life Management. Investment management only services are charged at 0.80% for the first $1M, 0.50% for $1M-$3M, 0.40% for $3M-$5M, and 0.30% for amounts over $5M. Non-profit accounts and tactical cash management strategies use separate fee schedules.
Fee Estimator
Location
615 S. Main Street, Suite A, Templeton, CA, 93465
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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 →Employment History
Current Registrations
Corvus Wealth Advisors LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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
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