Charlotte Leon is a CFP-designated registered investment advisor at Truenorth Wealth Advisors, based in Seattle, WA, with 2 years of industry experience. Charlotte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 176 clients with $270M 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 | 0.80% |
| $1M+ | 0.50% |
This fee schedule is for Investment Advisory Services (IAS). Wealth Advisory Services (WAS) has a different fee schedule: 1.00% on the first $2,000,000 and 0.50% on assets over $2,000,000, subject to a $10,000 minimum annual fee. Clients enrolled in the Institutional Intelligent Portfolio® (IIP®) program will be charged a flat advisory fee of 0.50% annually.
Fee Estimator
Contact
Charlotte Leon
Location
1200 Fifth Avenue, Suite 1810, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Truenorth Wealth Advisors
State Registrations1 state
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