John M. Leonard, LLC offers investment portfolio management for clients with existing portfolios, as well as financial planning and consultation for those with needs that don't require portfolio management. They also provide "as needed" financial advice for simpler situations. Recommendations are tailored to each client's unique situation and implemented only with client approval.
Assets Under Management$33M
Clients54
Advisors1
Avg. per Client$600K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable depending on individual circumstances and the scope of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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