Aaron Leatherwood is a CFP, PFS-designated registered investment advisor at Centerpiece Wealth Advisor, based in Greenwood Village, CO, with 12 years of industry experience. Aaron 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 70 clients with $130M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable. There is a $2,250 minimum quarterly fee to open an account.
Fee Estimator
Location
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business Activities
Aaron is an adjunct professor at the College for Financial Planning, delivering online lectures, dedicating about 10-20% of his time. He also serves on the board of Spark the Change Colorado, a non-profit, spending a few hours per week in a volunteer position.
Employment History
Current Registrations
Centerpiece Wealth Advisor
Previous Registrations
Destiny Capital Securities CorporationBroker
Destiny Capital Corporation
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
Frontier Wealth Management, LLC
Comprehensive Personal Financial Advisors
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.