Gary A. Leonard, Jr. offers investment management and advisory services to individuals. The firm focuses on providing personalized service with the client's financial well-being in mind. They manage investments in various asset classes, including stocks, bonds, and options, tailoring portfolios to each client's risk tolerance and investment objectives.
Assets Under Management$800K
Clients20
Advisors1
Avg. per Client$40K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.35% |
| $25K - $50K | 1.25% |
| $50K - $100K | 1.15% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees may be negotiable in special circumstances. Certain accounts of persons affiliated with Gary A. Leonard, Jr. may be managed without fees or at a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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