Gary A. Leonard, Jr. operates as a registered investment advisor founded in 2012, offering professional portfolio management and investment advisory services primarily to individual investors. The firm focuses on personalized service tailored to each client's financial well-being, risk tolerance, and investment objectives. Investment strategies emphasize a balanced portfolio across well-capitalized asset classes designed to ensure optimal diversification, liquidity, and strength, utilizing a broad array of securities including common and preferred stocks, options contracts, corporate, municipal, and U.S. government bonds, and certificates of deposit. Tactical strategies may involve long-term and short-term purchases, trading, short sales, margin transactions, and options writing. Gary A. Leonard, Jr. maintains full discretionary authority to manage client portfolios and monitors markets daily to capture opportunities while managing risk. In addition to managing advisory accounts, the owner maintains a role as a registered representative with an institutional trading and sales firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.35% |
| $25K - $50K | 1.35% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are based on an annualized percentage of net liquidation value and may be negotiable where special circumstances exist.