Alexander Behm is a CFA-designated registered investment advisor at Leafhouse Financial Advisors, LLC, based in Thornton, CO, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,717 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LeafHouse's fees for investment advisory services are based on a percentage of the assets they manage. These fees range from 0.25% to 2.00% and are negotiated based on factors like portfolio size and complexity. Fees for Investment Management Model Programs range from 0.15% to 0.35%.
Location
Thornton, CO
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 →Employment History
Current Registrations
Leafhouse Financial Advisors, LLC
Previous Registrations
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Waddell & Reed
Waddell & ReedBroker
Fidelity Brokerage Services LLCBroker
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.