Jeffrey Leonard is a CFP-designated registered investment advisor at Bay Colony Advisors, based in Melbourne, FL, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
2955 Pineda Plaza Way, Suite 126, Melbourne, FL, 32940
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
Jeffrey is the managing principal of Seniors Financial Planning Asset Management, LLC and an investment adviser representative for Bay Colony Advisory Group, spending most of his time on these advisory businesses. He also works as an insurance agent and owns Seniors Financial Planning Inc. - Insurance Agency, dedicating about 10-20% of his time to insurance-related activities.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Bay Colony Advisors
Leonard Financial Group
State Registrations2 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.