Leonard Dandridge
Leonard Dandridge is a registered investment advisor at Regal Investment Advisors LLC, based in Morristown, NJ, with 1 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B 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 | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
161 Madison Ave, Ste 230, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Financial
June 2024Financial
March 2024Other Business ActivitiesSells Insurance
Leonard is an insurance agent and investment advisor representative for Cornerstone Financial Services Group, LLC and FHG Financial Services, dedicating full-time hours to these roles. He also works as a sales associate at Floor and Décor, spending less than half his time there.
Employment History
Current Registrations
Regal Investment Advisors LLC
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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