Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
3,717 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$20.7B

Fee Structure

Minimum Investment:None
Financial Plan Fee:$500 - $10,000
Hourly Rate:$200 - $400/hr

LeafHouse's fees for investment advisory services range from 0.25% to 2.00% of assets under management, depending on portfolio size, complexity, and other factors. Model program fees range from 0.15% to 0.35%. ERISA retirement plan fiduciary services range from 0.05% to 0.75% or a flat fee between $500 and $200,000. RetireGuide and CIT management fees range from 0.03% to 0.40% or a flat fee between $500 and $200,000. Financial planning fees are negotiated, typically ranging from $500 to $10,000. Hourly fees are $200-$400/hour. Fees are negotiable and depend on various factors.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730

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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.

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Employment History
Current Registrations
Leafhouse Financial Advisors, LLC
March 2020 - Present · 5 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Alexis Juliana Miller - Financial Advisor | AdvisorDiscover