Leonetti & Associates

1130 Lake Cook Road, Suite 300

Buffalo Grove, Illinois 60089

877-909-6535 www.leonettiassoc.com

E-mail: Mleonetti@leonettiassoc.com

Year practice began: 1982

Number of advisors in office: 10

Number of clients: more than 400

Compensation methods: fee-only

Fee for managing assets: Fixed-income portfolios: 0.70% for the first $500,000; Equity or balanced: 1.25% for first $500,000

Hourly rate: varies from $80 to $300

Clientele: There is no one target demographic. However, clients fall under three main groups: retirees with large estates; divorcees and widows; and medical doctors

Education: BS in finance and economics, minors in psychology and political science, from St. Mary’s University in Winona, Minnesota

Previous incarnations: Metropolitan Life Insurance agent, broker, advisor in another financial planning firm

Professional designations: CFP, CFS

Outside interests: Golf, working out

Age: 49