Advisor at Corvus Wealth Advisors LLC
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Firm
Corvus Wealth Advisors LLC
Location
Templeton, CA 93465
Credentials
CFP®, Series 66
Industry experience
5 years
Anthony Leonti is a CFP® with five years of industry experience, currently serving as a financial advisor at Corvus Wealth Advisors LLC since 2024. His prior experience includes four years at UBS Financial Services Inc. and earlier roles in various educational and service positions. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, managing approximately $870 million across 325 client relationships.
Based on Corvus Wealth Advisors LLC
Based on Corvus Wealth Advisors LLC
Fixed fees of $2,000 to $5,000 for Financial Guidance Services; $3,000 fixed annual fee for Retirement Plan Consulting Services for plans with assets less than $500,000; $1,500 minimum annually fixed fee for Retirement Plan Consulting Services under Section 3(38) of ERISA.
$0 - $1,000,000: Financial Life Management: 1.00% annually $1,000,000.01 - $3,000,000: Financial Life Management: 0.75% annually $3,000,000.01 - $5,000,000: Financial Life Management: 0.50% annually $5,000,000.01+: Financial Life Management: 0.35% annually $0 - $1,000,000: Investment Management: 0.80% annually $1,000,000.01 - $3,000,000: Investment Management: 0.50% annually $3,000,000.01 - $5,000,000: Investment Management: 0.40% annually $5,000,000.01+: Investment Management: 0.30% annually $0 - $5,000,000: Non-Profit 501(c)(3) Investment Management: 0.50% annually $5,000,000.01+: Non-Profit 501(c)(3) Investment Management: 0.25% annually $0+: Tactical Cash Management Strategy: 0.25% annually $0 - $500,000: Retirement Plan Consulting Services: 0.85% annually $500,000.01 - $1,000,000: Retirement Plan Consulting Services: 0.70% annually $1,000,000.01 - $2,000,000: Retirement Plan Consulting Services: 0.30% annually $2,000,000.01 - $5,000,000: Retirement Plan Consulting Services: 0.20% annually $5,000,000.01 - $10,000,000: Retirement Plan Consulting Services: 0.10% annually $10,000,000.01+: Retirement Plan Consulting Services: 0.05% annually
$250 to $350 per hour for Financial Guidance Services.
Minimum fee: Financial Life Management: $5,000 annually minimum; Investment Management: $4,000 annually minimum; Non-Profit 501(c)(3) Investment Management: $2,500 annually minimum; Tactical Cash Management Strategy: $1,000 annually minimum; Retirement Plan Consulting Services: $3,000 annually minimum Fee-only: Fixed fees ranging from $2,000 to $5,000 for Financial Guidance Services; Hourly fees ranging from $250 to $350 per hour.
615 S. Main Street, Suite A
Templeton, CA 93465
California
Corvus Wealth Advisors, LLC
2024 - Present (2 years)
UBS Financial Services
2020 - 2024 (4 years)
UBS
2018 - 2019 (1 year)
Georgia State University
2018 - 2019 (1 year)
Hume Lake
2018 - 2018 (1 year)
Azusa Pacific University
2017 - 2018 (1 year)
Azusa Pacific Uniiversity
2017 - 2018 (1 year)
Tokyo Dori
2017 - 2017 (1 year)
Lincoln Hills Golf Club
2017 - 2017 (1 year)
PetSmart
2017 - 2017 (1 year)
Sierra College
2016 - 2017 (1 year)
Sierra College
2016 - 2017 (1 year)
Ruth's Chris Steakhouse
2014 - 2016 (2 years)
Whitney High School
2012 - 2016 (4 years)
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Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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