Leo Dierckman is a registered investment advisor at Oppenheimer Asset Management, based in Carmel, IN, with 21 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44,391 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer Asset Management (OAM) manages fixed income accounts with fees that vary depending on the strategy. The maximum fees range from 0.30% to 1.25%. Fees are negotiable based on the size of the client relationship and the discretion of the financial advisor. Minimum account sizes range from $150,000 to $250,000 depending on the strategy.
Location
630 West Carmel Drive, Suite 250, Carmel, IN, 46039
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oppenheimer Asset Management
Previous Registrations
Oppenheimer Asset Management
40/86 Advisors, INC.
State Registrations4 states
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