Advisor at Leonard Advisory Group LLC
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.
Firm
Leonard Advisory Group LLC
Location
Saint Joseph, MI 49085
Credentials
Series 65
Industry experience
9 years
Joshua Leonard is a financial advisor at Leonard Advisory Group LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Center Street Advisors and J. Leonard Financial Services. Leonard is also involved in marketing research focused on insurance product research and presentation. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $69.5 million in client assets, employs fundamental analysis and modern portfolio theory for portfolio construction, and often uses discretionary authority to implement asset allocation.
Based on Leonard Advisory Group LLC
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.10% $2,000,000+: 1.10%
Insurance sales commissions (not primary compensation)
Financial planning hourly fees between $200 and $500
Fee-only: Financial Planning: fixed fees $500 to $10,000; hourly fees $200 to $500 per hour
720 State St
Saint Joseph, MI 49085
Michigan · Ohio · Pennsylvania
Leonard Advisory Group LLC
2022 - Present (4 years)
Center Street Advisors
2016 - Present (10 years)
J. Leonard Financial Services
2011 - 2021 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
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Series 63, Series 65
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Northpointe Investment Advisory, LLC
Series 65
St. Joseph, MI
Blue Iguana Financial, LLC
Series 65
St Joseph, MI
Hartwell & Company
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