Garrison Leach is a registered investment advisor at G.P. Leach Securities LLC, based in Aledo, TX, with 5 years of industry experience. Garrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
For related accounts, GPLS may agree to treat managed assets as if all the assets were in one account. In select instances, the firm may charge an annual flat fee for advisory service not to exceed the lesser of $1,000,000 or that based on the advisory schedule above.
Fee Estimator
Location
Aledo, TX
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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
G.P. Leach Securities LLC
Previous Registrations
Cheldan Capital Management, L.L.C.
State Registrations1 state
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