Charles
Mckenzie

Leo Wealth, LLC

CRD#6923241
Investment Advisor
in Hurst, TX

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About this Advisor

Charles Mckenzie is a certified financial planner operating in Hurst, Texas with a total of 2 years of relevant experience. Mckenzie is currently employed by Leo Wealth, LLC. Their career trajectory has included roles at Texas Tech University, Bufford Advisors, Fuzzy'S Taco, Highland Park Isd, Leogroup Wealth Solutions, LLC and Bft Financial Group, LLC. Mckenzie holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Leo Wealth, LLC is a financial advisory company based out of Hurst, TX. The investment advisory business has offices in seven locations and a total of 28 advisors. It administers $2 billion in assets under management across its 3,957 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 3,957 client accounts, 27% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Leo Wealth, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Leo Wealth, LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

860 Airport Freeway Suite 402
Hurst, TX 76054

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Leo Wealth, LLC Brokerage Details

Total Assets Under Management

$1,768,619,236

TX Average: $3,042,739,679
Total Number of Employees

28

TX Average: 49
Total Number of Accounts

3,957

TX Average: 2,315
Average Account Size

$446,960

TX Average: $1,314,358

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

Charles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Leogroup Wealth Solutions, LLC

2018 - Present (6 years)

Bft Financial Group, LLC

2017 - 2017 (< 1 year)

Bufford Advisors

2016 - 2016 (< 1 year)

Fuzzy'S Taco

2014 - 2017 (3 years)

Texas Tech University

2007 - 2014 (7 years)

Highland Park Isd

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Renee Sneed
Hurst, TX
Tian Hu
Hong Kong,
Amber Veronique
Hong Kong,
Travis Crowell
Hurst, TX
Ryan Gaynor
Iselin, NJ
Jason Gibbons
Mid Levels,
Harmen Overdijk
Central,

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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