Assets Under Management
$2.7B
Number of Clients
1,533
Number of Advisors
30
Average Client AUM
$1.7M
AUM per Advisor
$88.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Leo Wealth provides asset management, investment planning, and financial planning services. They manage accounts on a discretionary or non-discretionary basis, recommending various securities. They also offer model portfolios and third-party manager selection. Financial planning covers personal, tax, investment, insurance, retirement, and estate matters.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 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.
860 Airport Freeway, Suite 402, Hurst, TX, 76054