Advisor at Leechgary Asset Management LLC
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Firm
Leechgary Asset Management LLC
Location
Dunwoody, GA 30338
Credentials
Series 63, Series 65
Industry experience
20 years
Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on 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
Dunwoody, GA 30338
Georgia
Leech Gary Asset Management
2007 - Present (19 years)
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