Renee Sneed is a CFP-designated registered investment advisor at Leo Wealth, LLC, based in Hurst, TX, with 5 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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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 Activities
Renee is a tax accountant at Dirkse & Associates, Ltd. since 2013, an Investment Adviser Representative at BFT Financial Group since 2020, and support staff at Rockwell Wealth Management, Inc. since 2015.
Employment History
Current Registrations
Leo Wealth, LLC
Previous Registrations
Bft Financial Group, LLC
State Registrations1 state
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