Leonard Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,517,795
Total clients
149
13% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
50
Average account size
$466,562
Client services
Fee options
Fixed financial planning 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% $2,000,001+: 1.10%
Insurance commissions received by supervised persons, but commissions are not primary compensation
Hourly financial planning fees between $200 and $500
Fee-only: Financial planning fixed fees between $500 and $10,000; hourly fees between $200 and $500 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Leonard Advisory Group LLC
720 State St
Saint Joseph MI 49085, United States
Number of offices
2
Forms ADV
Quick links
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