Advisor at Weatherhelm Capital Management 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
Weatherhelm Capital Management LLC
Location
Cambridge, NY 12816
Credentials
Series 63, Series 65
Industry experience
14 years
Alternative Asset Consulting Fee: negotiable fixed fee not to exceed $2,000 annually, billed quarterly.
$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.72%
Negotiable hourly rate up to $250 per hour for consulting services.
Performance-based fee of up to 20% of quarterly trading profits with base fee waived; minimum $500,000 initial investment generally required, negotiable.
Fee-only: Fee-only registered investment advisor; no commissions received from third parties.
Weatherhelm Futures, LLC
2022 - Present (4 years)
Weatherhelm Capital Management Llc
2015 - Present (11 years)
Costello, Valente & Gentry, Pc
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Greenwich, NY
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Bennington, VT
Edward Jones
Series 65, Series 66
Albany, NY
Fidelity
Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.
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