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Charles Wesley McKenzie

LEO Wealth, LLC

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About Charles Wesley McKenzie

Charles McKenzie is a financial advisor with over 6 years of experience in the financial services industry. Charles is registered as an Investment Advisor Representative in Texas. Charles holds the Series 65 and Series 63 licenses. Charles currently works for LEO Wealth, LLC, located in Hurst, TX. Charles has been associated with the firm since August 2021. Previously, Charles worked for BFT Financial Group, LLC in Hurst, TX. Charles is a Certified Financial Planner. Charles provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to individuals and businesses.

Firm Information

Charles McKenzie is currently registered with LEO Wealth, LLC. LEO Wealth, LLC is an investment advisor located in Hurst, Texas with approximately $1 billion to $10 billion in assets under management. The firm advises high-net-worth individuals, corporations, and pension plans. They offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
LEO Wealth, LLC

860 AIRPORT FREEWAY

HURST, TX 76054

$1.52B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Charles McKenzie’s Registration & Firm History

NJ

08/09/2021 - Present

LEO Wealth, LLC (ISELIN NJ)

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Licenses & Designations

BC

Issued 06/08/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/06/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Wesley McKenzie.
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