Leonard Creech is a PFS-designated registered investment advisor at The Wealth Group, LTD, based in Oxford, NC, with 26 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 437 clients with $290M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
All fees may be negotiated depending on account variables and extenuating circumstances.
Fee Estimator
Location
102 West Spring Street, Oxford, NC, 27565
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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
Leonard is an investment advisory representative at The Wealth Group, LTD, a state-registered RIA.
Employment History
Current Registrations
The Wealth Group, LTD
Previous Registrations
Cic Advisers, LLC
Capital Investment Group, 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.