Leap Wealth Management

Wealth Management Firm in Taylor, TX

Firm Info
Address: 1000 Heritage Center Cir, Round Rock, TX 78664, USA
Phone: (512) 920-0317

Firm Size
Assets Under Management: $228.1 million
# of Advisors: 3
# of Clients: 1,072
Client to Advisor Ratio: 357:1
Average Account Size: $212,755
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

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Leap Wealth Management Overview

LEAP Wealth Management is a fee-based registered investment advisory firm that provides investment advice only to individuals and small businesses. Since its inception in 2018, this firm has been focused on providing top-quality financial planning services and portfolio management to its clients. Headquartered in Dallas, TX, this firm takes pride in its team of expert financial advisors who ensure that each client receives tailored investment advice and personalized services. LEAP Wealth Management offers a variety of investment services, including the selection of other advisors. Their team of experts provide their clients with comprehensive financial guidance, which covers areas such as risk management, investment strategies, and retirement planning. They take the time to understand their clients' unique financial needs and help them navigate the complexities of investing in today's ever-changing market. In addition to their core investment advisory services, LEAP Wealth Management provides expert consulting services to their clients. They help individuals and businesses make informed financial decisions based on sound financial advice and provide guidance on tax planning, estate planning, and other related financial matters. With a focus on financial planning, investment management, and consulting, LEAP Wealth Management is dedicated to helping their clients achieve their financial goals.

LEAP WEALTH MANAGEMENT is a financial advisory firm that serves a range of clients from individuals to high net worth individuals. They provide comprehensive financial planning and advice to ensure their clients' long-term financial success. Their clients come from a variety of industries and backgrounds, but all share a common desire for personalized financial guidance. To accommodate the diverse needs of their clients, LEAP WEALTH MANAGEMENT offers several fee structures based on the services provided. These include a percentage of AUM (Assets Under Management), hourly, fixed fees, and commissions. Each fee structure is designed to meet the specific needs of the client and allows them to choose the payment type that best suits their financial situation. The percentage of AUM fee structure is ideal for those with sizable assets who require ongoing portfolio management. The hourly fee structure is suitable for those who require a one-time consultation or targeted financial advice. Fixed fees are ideal for clients who require a comprehensive financial plan, and commissions are available for clients who require investment products. Overall, LEAP WEALTH MANAGEMENT’s variety of fee structures ensures that every client receives customized and affordable financial advice.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for LEAP Wealth Management states that they do have an investment minimum to become an advisory client, but they do not specify the amount. Therefore, the investment minimum for LEAP Wealth Management is not mentioned in their Part 2 Brochure.

How This Office Can Help Taylor, TX Residents

Leap Wealth Management is a financial planning firm dedicated to helping clients in Taylor, TX achieve their financial goals. Their team of experienced advisors understands the unique financial situations that people in Taylor may face, from starting a family to saving for retirement. They work closely with clients to create individualized investment portfolios and financial plans tailored specifically to their needs and goals. They offer a wide range of services, including retirement planning, investment management, tax planning, estate planning, and more. They are committed to helping clients navigate the ever-changing financial landscape and providing them with the guidance and support they need to make informed decisions about their money. Whether someone is just starting out or nearing retirement, Leap Wealth Management is dedicated to helping them achieve financial success.

To view the Minimum Investment and Fee Schedule for Leap Wealth Management, visit their Part 2 Brochure.

Services Offered by Leap Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Leap Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1000 Heritage Center Cir, Round Rock, TX 78664, USA
Phone (512) 920-0317
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 8604 GREENVILLE AVE., SUITE A-101, DALLAS, TX 75243, United States

This firm has no other locations.

State Registrations

Leap Wealth Management is registered to service clients in the following states:

  • Colorado
  • Florida
  • New Hampshire
  • Oklahoma
  • Texas

Disciplinary History

Leap Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.