Leonard Advisory Group provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and may use model allocations. Leonard AG also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on fixed income, insurance products, equities, and ETFs. Leonard AG may direct clients to third-party investment advisors like Morningstar or AE Wealth Management.
Fee Structure
Leonard Advisory Group does not directly manage investments but directs clients to third-party investment advisors. They may direct clients to Morningstar Managed Portfolios or AE Wealth Management. The total fee, including Leonard AG's fee and the third-party advisor's fee, ranges from 1.50% to 1.65% of your portfolio, depending on the amount you invest. These fees are negotiable.