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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
October 01, 2004 at 04:00 AM
Leonetti & Associates
1130 Lake Cook Road, Suite 300
Buffalo Grove, Illinois 60089
877-909-6535 www.leonettiassoc.com
E-mail: [email protected]
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
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