Leonard Investment Advisors (LIA) offers portfolio management and financial planning services. LIA works with individuals, high net worth individuals, pension and profit-sharing plans, businesses, and corporations. LIA's investment approach involves understanding your goals, risk tolerance, and financial circumstances to develop a tailored investment strategy. LIA may recommend mutual funds, exchange-traded funds, stocks, and bonds. LIA also provides access to third-party money managers.
Fee Structure
Leonard Investment Advisors offers several investment management programs. Fees vary depending on the program and the amount of your assets.
Portfolio Investment Management Services Program (Primary Fee Schedule) and Managed Portfolio Program (Large Cap Core and All Cap Aggressive):
- First $100,000: 2.00% per year
- Next $400,000: 1.75% per year
- Next $500,000: 1.50% per year
- Over $1,000,000: 1.25% per year
Portfolio Investment Management Services Program (Grandfathered Fee Schedule) and Mutual Fund Investment Program:
- $25,000 - $100,000: 2.00% per year
- $100,001 - $500,000: 1.50% per year
- $500,001 - $2,000,000: 1.25% per year
- $2,000,001 - $5,000,000: 1.00% per year
- $5,000,001 - $10,000,000: 0.75% per year
- Over $10,000,001: Negotiable