Michael Leanza
Michael Leanza is a CFP-designated registered investment advisor at The Genwealth Group, INC., based in Maplewood, NJ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 clients with $480M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Seton Hall Alumni who engage with the Company for investment advisory services with assets of $500,000 or more receive a 10% discount on their first year advisory fee. The minimum annual fee of $6,250 is waived for clients in the automated investment program.
Fee Estimator
Location
6 Inwood Place, Maplewood, NJ, 07040
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Michael owns two real estate investment properties, dedicating minimal time to property management. He is also an independent insurance agent selling fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
The Genwealth Group, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
LPL Financial LLC
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Essex National Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers 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.