Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Leadership Financial Advisors, LLC provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They generally limit investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are negotiable.
TX, United States