Leo Wealth provides investment management and financial planning to individuals, high net worth individuals, trusts, institutions, and businesses. Investment management is offered on a discretionary or non-discretionary basis. Financial planning covers personal finances, taxes, investments, insurance, retirement, estate planning, and more. Leo Wealth is made up of multiple independent offices providing advisory services under different local business names.
Assets Under Management$3.2B
Clients1,714
Advisors33
Avg. per Client$1.9M
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
33 Advisors at this firm
Page 1 of 2