Advisor at Leechgary Asset Management LLC
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Firm
Leechgary Asset Management LLC
Location
Atlanta, GA 30338
Credentials
Series 63, Series 65
Industry experience
21 years
Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.
Based on Leechgary Asset Management LLC
$100,000 - $249,900: 1.5% $250,000 - $499,900: 1.25% $500,000 - $999,999: 1.0% $1,000,000+: Negotiable
Account minimum: $100,000
2494 Jett Ferry Road, Suite 209
Atlanta, GA 30338
Georgia
Leech Gary Asset Management
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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