LM
CFP
LM
CFP

Leland Stanford Mccullough

4 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
303 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$521.4M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

370 West Center Street, Orem, UT, 84057

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Leland works as an attorney for The McCullough Group in Salt Lake City, UT since September 2023. This activity takes nearly full-time hours.

Employment History
Current Registrations
Blue Barn Wealth
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Capfinancial Securities, LLC.Broker
March 2018 - May 2018 · 2 mos
Captrust
February 2018 - May 2018 · 3 mos
Knox Capital Advisors, LLC
August 2016 - December 2017 · 1 yr 4 mos
Kcg Securities, LLCBroker
June 2016 - December 2017 · 1 yr 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Leland Stanford Mccullough - Financial Advisor | TrueAdvisor