Leonard Investment Advisors INC.
Assets Under Management
$84.5M
Number of Clients
106
Number of Advisors
7
Average Client AUM
$797K
AUM per Advisor
$12.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Leonard Investment Advisors, Inc. (LIA) offers portfolio management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, businesses, and corporations. They use a variety of investment strategies and analysis methods to tailor portfolios to client objectives and risk tolerance.
Fee Structure
This firm offers several advisory programs with different fee structures. The Portfolio Investment Management Services Program and Managed Portfolio Program (LCC and ACA) have fees that range from 1.25% to 2.00% depending on asset size. The Mutual Fund Investment Program has fees ranging from 0.75% to 2.00% depending on asset size. Financial planning services are billed at $150 per hour with a minimum charge of $250. Consulting services have a minimum fee of $20,000 per year, with a basis point fee range of 25 to 125 basis points on the total amount of assets under consultation. Some fees are negotiable with CEO approval.
Areas of Practice
Location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812