Leonardo Chantre
Leonardo Chantre is a registered investment advisor at Sequent Planning, LLC, based in Waltham, MA, with 4 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
Waltham, MA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2021Financial
February 2020Financial
May 2017Other Business ActivitiesSells Insurance
Leonardo is an insurance agent selling life, health, and annuity products, dedicating about 10-20% of his time to this. He also works as a delivery driver for Door Dash and as a rideshare driver for Lyft and Uber, dedicating minimal time to each of those activities.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Nylife Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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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