Edward Leeper
Advisor at M Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Edward Leeper is a financial advisor at M Group with 13 years of industry experience. He holds a Series 65 designation and has worked at Summit Financial, LLC, RE/MAX South, and M Group Investment Advisor, LLC. Outside of advisory work, he is active as a real estate agent and owns an insurance agency. M Group provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management and retirement plan consulting. The firm employs a customized, primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, with discretionary management and ongoing portfolio monitoring.
Client services
Based on M Group
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fee plan setup $1000 for pension consulting services
$0 - $2,000,000: 1.50% annually $2,000,000 - $3,000,000: 1.25% annually $3,000,000+: 1.00% annually
Up to $750 per hour for pension consulting services, negotiable
Minimum fee: Minimum account fee of 0.40% annually and $10 per month Fee-only: Investment advisory fees based on AUM; pension consulting services hourly up to $750/hour or fixed fees
Location
11311 S. Sands Road
Valleyford, WA 99036
Most active in
Edward L has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Washington
Work history
Summit Financial, LLC
2026 - Present (1 year)
RE/MAX South
2017 - 2020 (3 years)
M Group Investment Advisor, LLC
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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