Jace Ray Hart

CFP

Leo Wealth, LLC

8 Years of Experience

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Firm Information

Leo Wealth, LLC

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%.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

860 Airport Freeway, Suite 402, Hurst, TX, 76054

Get directions

Regulatory 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.