Leader Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leader Investments LLC advises individual investors seeking personalized financial guidance without asset-management services. The firm provides tailored portfolio allocation and security recommendations but does not manage client accounts or take custody of client assets.
Its advice emphasizes diversification and value-oriented selections, generally favoring indices and publicly traded vehicles, with recommendations customized via suitability questions covering age, income, risk tolerance, and financial goals. Advice is delivered through consultations (in-person, video, or phone), and clients retain responsibility for executing recommended transactions because the firm does not accept discretionary authority.
Notably, Leader Investments does not charge advisory fees based on assets under management and reports $0 in AUM, a model that differs from the majority of independent advisers. The firm also does not provide regular account reporting or execute client trades on their behalf, and the principal maintains outside employment in the technology sector, an atypical non‑financial affiliation for a solo adviser.
Client services
Expertise
Fee options
$100 per hour
Fee-only: $100 per hour for personalized investment advice
Main office
Silver Spring MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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