Leonard Financial offers financial planning and investment management services. Financial planning involves evaluating a client's current and future financial situation to predict future cash flows and asset values. Investment management provides ongoing advice on investing client funds based on their individual needs. Consulting services are also available for specific financial concerns.
Assets Under Management$46M
Clients78
Advisors2
Avg. per Client$590K
Avg. per Advisor$23M
Fee Structure
Minimum Annual Fee:$1,800
Leonard Financial charges a percentage of the value of your portfolio for investment management services. The annual fee will not be less than $1,800, unless specifically waived or reduced in writing. The fee is payable quarterly in advance.
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