Leonard Saizan is a registered investment advisor at Calderwood Financial Strategies, INC., based in Houston, TX. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 69 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calderwood Financial Strategies charges a negotiable annual fee based on the total value of your portfolio. The exact fee will be detailed in your investment advisory agreement. The standard fee ranges from 0.10% to 1.50% of your portfolio's value. Fees are paid monthly or quarterly in arrears, based on the portfolio's value at the end of the prior period.
Location
510 Bering Drive, Suite 540, Houston, TX, 77057
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
Leonard is the President of Finangineering Corporation, providing business brokerage, M&A advisory, and consulting services, dedicating nearly full-time hours to this role. He is also the Managing Director of Urban Capital Network, LLC, a venture capital fund, spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Calderwood Financial Strategies, 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.