Leonid Berline
Leonid Berline is a registered investment advisor at Armstrong Advisory Group INC., based in Needham, MA, with 23 years of industry experience. Leonid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B 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 $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Location
144 Gould Street, Suite 210, Needham, MA, 02494
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 ActivitiesSells Insurance
Leonid is an LLC manager, owner, and agent of B1 Insurance Agency, LLC, a property and casualty licensed insurance agency, taking about 10% of his time. He is also a notary public in MA, dedicating time as needed.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
B. Riley Wealth ManagementBroker
National Securities CorporationBroker
National Asset Management, INC.
Winslow Wealth Management LLC
Winslow Wealth Management LLC
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Goldk Investment Services, INCBroker
Pioneer Funds Distributor, 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.