Leonard Investment Advisors provides personalized portfolio management, financial planning, and consulting services to individuals, high net worth individuals, pension and profit-sharing plans, and businesses. Established in 1999 and based in Oklahoma City, Oklahoma, the registered investment advisor manages portfolios on both a discretionary and non-discretionary basis. Leonard Investment Advisors offers multiple investment programs, including tailored portfolio management, specific equity and mutual fund strategies, and access to third-party managers. The firm's investment approach utilizes fundamental, technical, and cyclical analysis to align portfolios with client objectives ranging from income preservation to aggressive growth. Additionally, Leonard Investment Advisors creates detailed written financial plans covering personal goals, taxes, cash flow, retirement, and estate information, and provides consulting services for specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable with approval from the firm's CEO. Different schedules apply for the Mutual Fund Investment Program and grandfathered accounts.