Scott Leonard is a CFP-designated registered investment advisor at Navigoe, LLC, based in Redondo Beach, CA, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 158 clients with $340M 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Client accounts may be aggregated for fee calculations. The minimum annual fee is $10,000. Investment management can be provided for an additional annual fee of 0.50% of assets under management when bundled with an annual planning fee. For trust representative services, the fees are: First $5,000,000: 1.00%, Next $5,000,001 to $7,500,000: 0.75%, Next $7,500,001 to $10,000,000: 0.50%, Over $10,000,000: Negotiable. The minimum annual fee for trust representative services is $15,000.
Fee Estimator
Contact
Scott Leonard
Location
417 Beryl Street, Redondo Beach, CA, 90277
Get directionsHistory
Regulatory History (1)
Regulatory
February 1995Employment History
Current Registrations
Navigoe, LLC
Previous Registrations
Trovena, LLC.
Trovena Investment Advisors
Leonard Wealth Management, INC.
Reinhardt Werba Bowen Securities, INC.Broker
Pml Securities CompanyBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.
Exams
Additional Information
Navigoe’s team of Certified Financial Planner™ professionals is led by founder, Scott Leonard, CFP, who was listed as among the five most influential Registered Investment Advisors for 2012.Scott is an instructor at UCLA Extension. He is a national speaker on investment, wealth management, and practice management issues. Scott is a published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly "Money Make-Over" column. His analysis and opinions on advanced wealth management issues have been featured in national publications, including The Wall Street Journal, USA Today, Money Magazine, Time.com and Kiplinger's Personal Finance.In 2014, Wiley published "The Liberated CEO" written by Scott Leonard, detailing how he planned and executed his life goal, a 3-year sailing adventure around the world with his family.