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CHANGE THE WAY YOU INVEST
OUR FEATURES​
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WHAT'S YOUR STYLE
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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
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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​
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Sync Investment Accounts
FREE PORTFOLIO TRACKER
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FULL SERVICE LEAFVEST ACCOUNT
Portfolio Tracker
Performance Reports
Portfolio Analysis
Live Chat/Phone Support
Investment Advisor
Cash Optimization
Automated Rebalancing
Automated Reinvesting
Andrew Callejo
Product Features
Client Services
Need more details? Contact us
We are here to assist. Contact us by phone, or email.
Andrew Callejo
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