William Leeb
William Leeb is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Towson, MD, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
100 West Road, Suite 500, Towson, MD, 21204
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2005Customer Dispute
October 1993Customer Dispute
December 1992Other Business ActivitiesSells Insurance
William sells fixed insurance products since 2008, dedicating minimal time to this activity. He is also an IAR of RIA Financial Council LLC, spending about half his time providing asset management services, and co-owns Financial Council, LLC, dedicating full-time hours to securities, advisory, and insurance business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
The House of Securities CompanyBroker
Planned Investments INC.Broker
William M. Cadden & CO., INC.Broker
Advantage Capital CorporationBroker
State Registrations34 states
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.