John M. Leonard, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,525,494
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
52
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$625,490
About
John M. Leonard, LLC provides investment management and related advisory services primarily to individual clients and also to charitable organizations. The firm manages roughly $32.6 million on behalf of about 50 clients and typically charges fees based on a percentage of assets under management for ongoing portfolio management and planning.
The firm’s brochure describes an active portfolio management approach that includes the use of market timing as part of its investment strategies, a practice it discloses under its investment methods and risk discussion. It indicates periodic account reviews and adjustments to allocations to reflect market conditions and client objectives.
Distinctive aspects of the firm include the explicit inclusion of charitable organization clients in its client base and the disclosed use of market timing—both of which are uncommon among peer independent advisers. The combination of a modest asset base and a small client roster suggests a focused, individualized service model while otherwise using standard fee and portfolio management arrangements common in the category.
Client services
Financial planning
Portfolio management
Market timing
Fee options
Fixed fees of $1,000 to $5,000 for comprehensive financial plans
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
$250 per hour for financial planning and consulting
Account minimum: $250,000 Fee-only: Fees based on asset tiers: 2.00% up to $250k, 1.50% up to $1M, 1.00% above $1M
Main office location
John M. Leonard, LLC
201 Center Street
Douglas MI 49406-0278, United States
Number of offices
1
Most active in
John M. Leonard, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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