Jessica Papadopoulos is a registered investment advisor at Leo Wealth Americas, LLC, based in Hurst, TX, with 24 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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
Jessica is the President and compliance officer for Leo Capital Corp (Hong Kong) limited, an SFC licensed company, overseeing operations and compliance. She is also a licensed technical representative for insurance brokerage with a group company, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Leo Wealth Americas, LLC
Leo Wealth, LLC
Previous Registrations
Bft Financial Group, LLC
Bft Financial Group, LLCBroker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Charles Schwab & CO., 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.