Leonard Templeton
Leonard Templeton is a registered investment advisor at Templeton Financial Services INC., based in Sun Lakes, AZ, with 22 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 293 clients with $380M 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 | 0.35% |
The firm generally requires a minimum asset level of $2,000,000 for clients who engage Templeton Financial Services directly. This minimum decreases to $250,000 when serving as a sub-advisor. The firm, in its sole discretion, may charge a lesser investment management fee and/or waive or reduce its minimum asset requirement based upon certain criteria.
Fee Estimator
Location
Sun Lakes, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Templeton Financial Services INC.
State Registrations1 state
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