Leo Daprile
Advisor at Gem-Young Wealth Advisors, 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.
Advisor at Gem-Young Wealth Advisors, 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
Gem-Young Wealth Advisors, LLC
Location
Canfield, OH 44406
Credentials
ChFC®, Series 63
Industry experience
41 years
Leo Daprile is a financial advisor with Gem-Young Wealth Advisors, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. He previously worked at Investacorp, Inc. for 25 years and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Outside of advisory work, he is a co-owner of 3D Leasing, LLC. Gem-Young Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates insurance products alongside traditional investments and uses fundamental analysis combined with both long- and short-term trading strategies.
Based on Gem-Young Wealth Advisors, LLC
Based on Gem-Young Wealth Advisors, LLC
One-time financial planning fee for clients with $250,000 or less assets (specific amount not stated).
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.75% $2,500,000 - $5,000,000: 0.50%
Fee-only: One-time fee for financial planning for clients with $250,000 or less assets (amount not specified). Portfolio management fees as tiered above.
3792 Starrs Centre Dr.
Canfield, OH 44406
Ohio · Pennsylvania · Texas
Gem-Young Wealth Advisors, LLC
2014 - Present (12 years)
Investacorp, Inc.
1991 - 2016 (25 years)
GEM-Young Insurance Agency, Inc.
1985 - Present (41 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.
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