DeLeon Wealth LLC provides ongoing portfolio management services based on individual client goals, risk tolerance, and time horizon. DWL also offers financial planning services, including retirement, college, and debt/credit planning. DWL may direct clients to third-party investment advisors and is compensated via a fee share from those advisors. DWL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, Private Equity Funds, Venture Capital Funds, and treasury inflation protected/inflation linked bonds, although DWL primarily recommends mutual funds & ETFs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
DeLeon Wealth will charge a minimum quarterly advisory fee equivalent to the lesser of $1,250 or 1.25% on all assets managed under $526,316. If clients fall below the $526,316 AUM threshold, they will default to paying the lesser of $1,250/quarter or 1.25%. Fees are negotiable.