Charles
Mckenzie
Leo Wealth, LLC
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About this Advisor
Charles Mckenzie is a financial advisor based in Hurst, Texas, working with Leo Wealth, LLC. Charles has previously held positions at Texas Tech University, Bufford Advisors, Fuzzy'S Taco, Highland Park Isd, Leogroup Wealth Solutions, LLC, and Bft Financial Group, LLC. Charles has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Charles is part of Leo Wealth, LLC, which operates out of Hurst, Texas. The firm has 7 offices and 31 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Leo Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,518,452,379
31
3,937
$385,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Mckenzie Work History
Leogroup Wealth Solutions, LLC
Bft Financial Group, LLC
Bufford Advisors
Fuzzy'S Taco
Texas Tech University
Highland Park Isd
Disclosures
Please visit the SEC profile of Charles Mckenzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leo Wealth, LLC
Hurst, TX
Mid Levels,
Hurst, TX
Big Spring, TX
Hurst, TX
Hong Kong,
New York, NY
Hong Kong,
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