Leo Wealth, LLC
Assets Under Management
$2.7B
Number of Clients
1,533
Number of Advisors
30
Average Client AUM
$1.7M
AUM per Advisor
$88.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Leo Wealth provides portfolio management, investment planning, asset allocation, and selection/monitoring of third-party managers. They offer various ETF model portfolios and single stock models. Financial planning services cover personal, tax, investment, insurance, retirement, death/disability, and estate planning. They also offer consulting services.
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
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
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054