JC
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
1,533 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$2.7B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$350 - $15,000
Hourly Rate:$100 - $500/hr
Investment advisory fees are based on assets under management. Financial planning fees range from $100 to $500 per hour or a fixed fee from $350 to $15,000. Consulting services fees range from $100 to $350 per hour, a fixed fee from $350 to $15,000, or a percentage of assets under advisement from 0.25% to 3.0%.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
6300 I-40 West, Amarillo, TX, 79106
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Leo Wealth, LLC
October 2021 - Present · 4 yrs 3 mos
Leo Brokerage, LLC
October 2005 - Present · 20 yrs 3 mos
Leo Brokerage, LLCBroker
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Bft Financial Group, LLC
October 2005 - January 2022 · 16 yrs 3 mos
Macro Financial Advisors, INC
October 2003 - October 2005 · 2 yrs
Park Avenue Securities LLC Broker
April 2003 - April 2004 · 1 yr
Omega Securities, INC.
December 1998 - April 2003 · 4 yrs 4 mos
Omega Securities, INC.Broker
November 1998 - April 2003 · 4 yrs 5 mos
Capital West Investment Group, INC.Broker
July 1998 - November 1998 · 4 mos
Omega Securities, INC.Broker
June 1993 - July 1998 · 5 yrs 1 mo
Fortis Investors, INC.Broker
January 1992 - May 1993 · 1 yr 4 mos
Ameritas Investment CORP.Broker
November 1984 - December 1991 · 7 yrs 1 mo
Integrated Resources Equity CorporationBroker
August 1983 - March 1985 · 1 yr 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.