Roberto Leon
Roberto Leon is a registered investment advisor at Mosley Wealth Management, INC., based in Anaheim, CA, with 2 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 707 clients with $280M 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 | 1.85% |
Maximum annual fee is 1.85%. Fees vary based on client type, account complexity, and portfolio composition. Financial planning is included.
Fee Estimator
Location
2401 E. Katella Avenue, Suite 270, Anaheim, CA, 92806
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Roberto works as an insurance agent for Mosley Insurance and Financial Services Inc., focusing on insurance sales and services since December 2024. This activity takes nearly all of Roberto's time.
Employment History
Current Registrations
Mosley Wealth Management, INC.
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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