Advisor at Echelons Capital, LLC
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Firm
Echelons Capital, LLC
Location
Crystal Lake, IL
Credentials
Series 63, Series 65
Industry experience
2 years
Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Phase Line Capital, LLC, Zogo Technologies Co., Turbo Technology, Inc., and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios and third-party money managers, including sub-advisory arrangements, to implement systematic long/short equity strategies and manages a concentrated client base with a focus on incorporating alternative and higher-risk instruments.
Based on Echelons Capital, LLC
Based on Echelons Capital, LLC
Financial planning services: fixed fee ranging between $3,000 and $10,000, negotiable; Consulting services: fixed fee, negotiable
$0+: 0.35% to 1.25% annually, varies depending on market value of assets under management, type and complexity of services, and level of administration No specific tiers provided+: Fee is negotiable depending on individual client circumstances
Account minimum: $5,000,000 Fee-only: Portfolio management fees charged as a percentage of assets under management; financial planning and consulting charged as fixed fees
Crystal Lake, IL
Illinois · Utah
Echelons Capital, LLC
2023 - Present (3 years)
Phase Line Capital, LLC
2021 - 2023 (2 years)
Zogo Technologies Co.
2020 - 2021 (1 year)
Turbo Technology, Inc., dba Zebra
2019 - 2020 (1 year)
Goldman Sachs & Co. LLC
2017 - 2019 (2 years)
None
2016 - 2017 (1 year)
Army
2012 - 2016 (4 years)
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Trust company
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Fund sponsor
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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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