MB
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
100 Wood Avenue South, Suite 209, Iselin, NJ, 08830
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 2016 - Present · 9 yrs 3 mos
Leo Fund Services, LLC
December 2012 - Present · 13 yrs 1 mo
Previous Registrations
Olden Lane Securities, LLCBroker
October 2017 - June 2020 · 2 yrs 8 mos
Senahill Securities, LLCBroker
October 2014 - October 2015 · 1 yr
Fcg Advisors LLC
December 2011 - November 2012 · 11 mos
Fcg Advisors, LLCBroker
January 2007 - November 2012 · 5 yrs 10 mos
Goldman, Sachs & CO. Broker
November 2005 - January 2007 · 1 yr 2 mos
Mercer Allied Company, L.P.Broker
January 2004 - December 2005 · 1 yr 11 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.