Assets Under Management
$20.7B
Number of Clients
3,717
Number of Advisors
3
Average Client AUM
$5.6M
AUM per Advisor
$6.9B
Compensation
Fee-Only (AUM)Fixed/Hourly
LeafHouse provides financial planning (by invitation only) and investment advisory services, including continuous portfolio management. They work with individuals, high net worth individuals, businesses, and retirement plans. Services include investment policy statements, investment selection, and ongoing monitoring.
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730