Leo Wealth Americas provides investment management and financial planning services. Investment management is tailored to individual client needs, creating portfolios based on personal investment policies. Financial planning covers personal finances, taxes, investments, insurance, retirement, estate planning, and more. Leo Wealth Americas also offers selection and monitoring of third-party money managers.
Assets Under Management$510M
Clients984
Advisors22
Avg. per Client$520K
Avg. per Advisor$23M
Fee Structure
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
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Estimated Annual Fee
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Location
22 Advisors at this firm
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