Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for assets above $25,000,001, no greater than 0.60%.
Fee Estimator
For wealth management services, fees are based on a percentage of assets under management, paid quarterly in advance. For example, a client with $2,000,000 under management would pay $4,750 per quarter. Initial financial plans are offered for a fixed fee based on an hourly rate of $400, ranging from 12 to 18 hours. Project-Based Financial Consulting has fixed fees ranging up to $20,000. Seminars and speaking engagements range from $0 to $100 per participant.
Areas of Practice
Advisor Information
Office location
Lincoln, CA
Get directionsRegulatory History
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 →Other Business Activities
Leo is the Director of Obran Group Capital Holdings LLC, taking about a quarter of his time. He is also a co-owner of Chosen Family Office and owner of Leo Freeman LLC, dedicating about 10-20% of his time and minimal time respectively to these activities.