Advisor at Axis Wealth Partners, 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
Axis Wealth Partners, LLC
Location
East Providence, RI 02914
Credentials
Series 63, Series 65
Industry experience
26 years
Michael Leonardo is a financial advisor at Axis Wealth Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is involved in fixed insurance sales through Axis Risk Management. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach, utilizing diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Based on Axis Wealth Partners, LLC
Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500
$0 - $500,000: Up to 1.50% $500,000 - $1,000,000: Up to 1.25% $1,000,000 - $5,000,000: Up to 1.00% $5,000,000+: Up to 0.75%
$150/hour for business consulting and financial planning
Fee-only: Financial planning fixed fees from $250 to $2,500; Business consulting fixed fees from $250 to $2,500; Hourly fees $150/hour for business consulting and financial planning
400 Massasoit Avenue, Suite 112
East Providence, RI 02914
Florida · Rhode Island
AXIS Wealth Partners, LLC
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2005 - 2020 (15 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.
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.
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.
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 65, Series 66
Providence, RI
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Series 63, Series 65
Barrington, RI
Income Associates
Series 63
Warwick, RI
Hacket Asset Management, Inc.
CFP®
Swansea, MA
GrowthFocus Wealth Management LLC
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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