Leonard Claus is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, with 32 years of industry experience. Leonard 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. Their firm serves 700 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonard is the President and Chairman of the Board for Alternate Health Decisions Foundation, a non-profit focused on disease management through diet, dedicating a few hours per week. He also owns Investment Ideas for business income tracking and operates Westpark Wealth Advisors as an IAR, spending minimal time on each.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
Tri-Star FinancialBroker
Phoenix Government Investments, INC.Broker
Deshler-Morris Securities, INC.Broker
State Registrations10 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.