Martin Leclerc

45 Years of Experience

Chevy Chase, MD

1 Disclosure

Martin Leclerc is a registered investment advisor at Barrack Yard Advisors, LLC, based in Chevy Chase, MD, with 45 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $67M in assets under management.

Barrack Yard Advisors, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

26 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$66.5M

Fee Structure

Minimum Investment:$1M

Planning is included in investment management

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Wealth Management fees range from 0.40% to 1.00% annually depending on the size and complexity of the Client relationship. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

5480 Wisconsin Avenue, Suite 216, Chevy Chase, MD, 20815

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1994

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Martin is the principal of Barrack Yard Advisors, LLC, a registered investment advisor, dedicating about 10-20% of his time to providing guidance and money management. He also works at election polls for Montgomery County Maryland Board of Elections a couple of days per year.

Employment History

Current Registrations

Barrack Yard Advisors, LLC

December 2014 - Present · 11 yrs 5 mos

Previous Registrations

Pickwick Capital Partners, LLCBroker

May 2016 - September 2023 · 7 yrs 4 mos

Coastal Investment Advisors

October 2011 - December 2014 · 3 yrs 2 mos

Coastal Equities, INC.Broker

June 2011 - December 2014 · 3 yrs 6 mos

Deutsche Bank Securities INC.

February 2007 - February 2010 · 3 yrs

Deutsche Bank Securities INC.Broker

May 2006 - February 2010 · 3 yrs 9 mos

Banc of America Investment Services, INC.

May 2003 - May 2006 · 3 yrs

Banc of America Investment Services, INC.Broker

May 2003 - May 2006 · 3 yrs

Morgan Stanley Dw INC.Broker

April 2002 - May 2003 · 1 yr 1 mo

Morgan Stanley & CO., IncorporatedBroker

June 2000 - April 2002 · 1 yr 10 mos

Morgan Stanley Dw INC.Broker

April 2000 - May 2001 · 1 yr 1 mo

Prudential Securities IncorporatedBroker

August 1994 - March 2000 · 5 yrs 7 mos

Dean Witter Reynolds INC.Broker

July 1979 - June 1994 · 14 yrs 11 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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