Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miles? Claim Your ProfileMiles Savitz is an Investment Advisor Representative registered with LEO Wealth, LLC. Miles is currently licensed with the state of New York. Miles has been working in the financial services industry since 2012. Miles attended Columbia University and specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
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NY
10/11/2023 - Present
LEO Wealth, LLC (New York NY)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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