Leo Cormier is a registered investment advisor at Advisors Asset Management, INC., based in Melville, NY, with 2 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
48 South Service Rd, Suite 210, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leo works as a caddie at Meadow Brook Club on weekends during the summer, dedicating a few hours per week. He acts as an independent contractor and is paid directly by the individuals he works for.
Employment History
Current Registrations
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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