Leonard Dandridge
Leonard Dandridge is a registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, 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 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
2687 44th Street Se, Kentwood, MI, 49512
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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.