Leo Daprile is a ChFC-designated registered investment advisor at Gem-Young Wealth Advisors, LLC, based in Canfield, OH, with 41 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 290 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
This fee schedule applies to both the gWealth Select Series and the gWealth Premier Series. For the gWealth Select Series, there is also a third-party manager fee of 0.27% and a technology fee of 0.10%, for a total fee of 1.37% on all assets. Fees are negotiable.
Fee Estimator
Location
3792 Starrs Centre Dr., Canfield, OH, 44406
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leo is a co-owner of 3D Leasing, LCC, a rental business, since 1990. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Gem-Young Wealth Advisors, LLC
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Travelers Equities Sales, INC.Broker
First Investors CorporationBroker
State Registrations3 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.