John Pribyl is a registered investment advisor at Leonard Investment Advisors INC., based in Oklahoma City, OK, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leonard Investment Advisors offers several investment management programs. Fees vary depending on the program and the amount of your assets.
Portfolio Investment Management Services Program (Primary Fee Schedule) and Managed Portfolio Program (Large Cap Core and All Cap Aggressive):
- First $100,000: 2.00% per year
- Next $400,000: 1.75% per year
- Next $500,000: 1.50% per year
- Over $1,000,000: 1.25% per year
Portfolio Investment Management Services Program (Grandfathered Fee Schedule) and Mutual Fund Investment Program:
- $25,000 - $100,000: 2.00% per year
- $100,001 - $500,000: 1.50% per year
- $500,001 - $2,000,000: 1.25% per year
- $2,000,001 - $5,000,000: 1.00% per year
- $5,000,001 - $10,000,000: 0.75% per year
- Over $10,000,001: Negotiable
Location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812
Get directionsHistory
Regulatory History (1)
Criminal
October 2015Other Business Activities
John is a shareholder of Facilities Performance Group since 1999, dedicating minimal time. He is also an IA Representative with Leonard Investment Advisors Inc., spending full-time hours, and a manager of JWP Investments LLC, family investments, with minimal time commitment.
Employment History
Current Registrations
Leonard Investment Advisors INC.
Previous Registrations
B.B. Graham & Company, INC.Broker
Jwp Investments, LLC
Leonard Securities, INCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.