CHANGE THE WAY YOU INVEST

OUR FEATURES
WHAT'S YOUR STYLE
 
If you are looking for other solutions, schedule an an appointment with one of our Financial Advisors. We can help find you a solution that meet your goals.

Andrew Callejo

WHAT'S YOUR STYLE

FULL SERVICE MANAGED ACCOUNT

Leafvest can manage your portfolio, simply and painlessly. We help find the right portfolio for you, monitor it and take action whenever necessary.

Andrew Callejo

Managed Account Fee Schedule

0.80%

annual fee

lower than traditional advisors

national average of 1.04% .*

$50,000.00

cumulative

minimum balance

Fee Percentage

$0-100,000

$100,000-250,000

$250,001 - 500,000

$500,001 - 1,000,000

$1,000,001 +

1%

0.8%

0.70%

0.65%

0.60%

Investment Amount

Andrew Callejo

PRODUCT FEATURES

Sync Investment Accounts

FREE PORTFOLIO TRACKER 

FULL SERVICE LEAFVEST ACCOUNT

Portfolio Tracker

Performance Reports

Portfolio Analysis

Live Chat/Phone Support

Investment Advisor

Cash Optimization

Automated Rebalancing

Automated Reinvesting

Andrew Callejo

 
 
Need more details? Contact us

We are here to assist. Contact us by phone, or email.  

Andrew Callejo