Leo Wealth offers personalized portfolio management, financial planning, consulting, and retirement plan advisory services. The firm creates custom investment strategies using exchange-traded funds, mutual funds, individual stocks, bonds, and alternative investments, managing accounts on both discretionary and non-discretionary bases. Leo Wealth provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, cash flow, and education funding. The firm also offers specialized model portfolios, including global equity, fixed income, thematic, and single-stock models, alongside third-party manager selection and monitoring. In addition to investment management, affiliated entities provide related services including tax preparation, insurance solutions, and private fund access. Leo Wealth serves individuals, high-net-worth clients, trusts, charitable organizations, and retirement plans from its principal office in Edison, New Jersey, alongside local offices such as Rockwall Wealth Management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis. ERISA 3(21) services are negotiable up to a maximum rate of 2.00%.