Warren Leet is a registered investment advisor at Blue Castle Wealth, based in Lexington, KY, with 3 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 12 clients with $13M 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 - $2.0M | 0.70% |
| $2M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier. Accounts of members of the same household will be aggregated.
Fee Estimator
Location
1040 Monarch St., 3rd Floor, Lexington, KY, 40513
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 Activities
Warren is a partner in Leet Brothers Investments, LLC, a real estate investment and property management company, since March 2025. While he oversees the investment strategy and property operations, he currently has no active involvement or daily responsibilities.
Employment History
Current Registrations
Blue Castle Wealth
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.