Leap Wealth Management offers investment management through a wrap fee program and financial consulting services covering investment, retirement, estate, charitable, education, and tax planning. They also assist employer plan sponsors with retirement planning. Leap Wealth Management may recommend third-party money managers and actively managed investment portfolios.
Assets Under Management$310M
Clients363
Advisors3
Avg. per Client$840K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Leap Wealth Management provides investment management services through a wrap fee program. Details on the fees can be found in the Leap Wealth Management ADV Part 2 Wrap Fee Brochure Appendix 1.
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