Leafhouse Financial Advisors, LLC
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Overview
Leafhouse Financial Advisors, LLC operates as a financial advisor firm based in Austin, Texas. Leafhouse Financial Advisors, LLC has $13.3 billion in assets across 2,742 accounts, placing it among the largest firms in the nation by assets under management (AUM). The company has a small group, including 7 financial advisors. Leafhouse Financial Advisors, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, equities and bonds.
Leafhouse Financial Advisors, LLC manages 2,518 of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell decisions are made by an investment advisor without needing to seek client approval. The company also manages 224 non-discretionary accounts totaling $1.2 billion in AUM. The advisory firm administers roughly $4.9 million for each client account. The typical advisor at Leafhouse Financial Advisors, LLC oversees about 392 client accounts.
The firm's central office is at 6504 Bridgepoint Parkway, Austin, Texas 78730. The firm is allowed to serve clients throughout 43 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Leafhouse Financial Advisors, LLC by the Numbers
$13.3 billion
21
2,742
$4.9 million
Products and Services
Leafhouse Financial Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. However, the firm did not provide any of its clients with financial planning services in the last financial year. The firm is involved in selling products or offering services different than investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. However, fee types billed by the firm can include the following fee structures: asset-based, hourly or fixed. Leafhouse Financial Advisors, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Leafhouse Financial Advisors, LLC works with a number of different clients. Leafhouse Financial Advisors, LLC provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 2,742 customers, Leafhouse Financial Advisors, LLC's largest client by number of accounts is pension plans, but it also serves 34 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 1.27%
- Other Individuals - 0.19%
- Corporations - 98.55%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Leafhouse Financial Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Leafhouse Financial Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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