LL
CFP
LL
CFP

Leo Anthony Lavezza

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$930.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $25.0M0.50%
$25M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Contact

LL
Leo Anthony Lavezza

Location

1302 Proline Place, Gettysburg, PA, 17325

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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.

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Employment History
Current Registrations
Financial Consulate
June 2023 - Present · 2 yrs 8 mos
State Registrations3 states
MDPATX
Advisor
Exams
No exam information available for this advisor.
LL
Contact
Leo Anthony Lavezza