Leonard Wealth Management offers financial planning and portfolio management services. Financial planning covers areas like net worth, cash flow, taxes, insurance, retirement, and estate planning. Portfolio management involves creating customized portfolios based on client objectives and risk tolerance, using model portfolios and potentially third-party advisors. Leonard Wealth Management may request authority to make trades without asking first.
Assets Under Management$6M
Clients45
Advisors1
Avg. per Client$130K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account. Accounts may be aggregated to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...