MS
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
45 Rockefeller Plaza, Ste. 3504, New York, NY, 10111
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 2023 - Present · 2 yrs 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.