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Credentials
Series 63, Series 65
Experience Industry experience
38 years
Location
Seymour, TX 76380
Advisory Services Network
Multi-team
Todd Leake is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Advisory Services Network in 2019, he worked at Summit Wealth Strategies and Prospera Financial Services. Outside of his advisory work, he is a visiting professor at AUT in Auckland, New Zealand, teaching a class on commercialization of intellectual property, and has ownership interests in a sports business and a farming operation. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a range of strategies across asset classes, managing about $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
Seymour, TX
1171 Cr 4195
Seymour TX 76380
Advisors at this office
1
Texas
38 years of industry experience
Advisory Services Network, LLC
2019 - Present • 7 years
Atlanta, GA
Summit Wealth Strategies dba West Texas Independent Financial
2018 - 2018 • 1 year
Lubbock, TX
Prospera Financial Services
2005 - 2018 • 13 years
Dallas, TX
LPL Financial
2003 - 2005 • 2 years
Lubbock, TX
Morgan Stanley Dw Inc.
1999 - 2002 • 3 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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