Leo Wealth Americas provides investment management and financial planning services. Investment management is tailored to individual client needs, creating portfolios based on personal investment policies. Financial planning covers personal finances, taxes, investments, insurance, retirement, estate planning, and more. Leo Wealth Americas also offers selection and monitoring of third-party money managers.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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