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Leonetti & Associates, LLC has been named One of the Top Wealth
Managers in the July/August 2006 issue of Wealth
Manager magazine.
Michael
Leonetti, CEO and Founder of Leonetti & Associates, LLC was again selected for an exclusive list of The 150
Best Financial Advisers for Doctors as published in the
November 2006 edition of Medical Economics Magazine.
A long
time ago, we made a choice. Wed rather work with real
people we can actually get to know than spend our days in
a large institution where customers are just numbers. Its
simply more fulfilling to take a direct interest in what
matters to your future.
Leonetti
& Associates, LLC, based in Buffalo Grove, Illinois,
has been providing fee-based investment advice for individuals
and small businesses for over 26 years. It was formed to
provide investment management and financial planning services
to enhance client portfolios and help them reach their financial
goals.
Leonetti
& Associates, LLC manages approximately $322 million
through its Privately Managed Portfolios.
Weve
been providing our personal, one-to-one brand of private
financial guidance to people, families, and businesses since
CEO Mike Leonetti founded our firm in 1982. We have 19 professionals
in our firm ready to help you in reaching your goals.
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Bloomberg
Wealth Manager's fifth annual ranking of leading financial
advisory firms is based on the asset value of the average
client relationship as of December 31, 2004. It is calculated
by dividing the total client assets uinder management (including
assets under management reported on Form ADV plus additional
client assets not reported on Form ADV for which the firm
receives a management or advisement fee) by the total number
of client relationships. The data used for the ranking were
taken from a questionnaire sent to firms and the data that
those firms provided the the Securities and Exchange Commission
("SEC") on Form ADV. Firms were identified through
Bloomberg Wealth Manager's database and from other
industry sources. To qualify for the ranking, firms have
to be registered with the SEC, have a minimum of $50 million
in assets under advisement and more than fifty percent of
the firm's client base must consist of "individuals"
or "high net-worth individuals" as defined by
the SEC. Firms must also offer financial planning services.
Medical
Economics' annual list of the 150 Best Financial Advisers
for Doctors was compiled based on recommendations made by
doctors and physician groups. The criteria the magazine
considered included the percentage of physician clients
comprising the firm's client list, as well as the professional
achievements of the financial advisers. They also favored
advisers who limit the amount of compensation earned from
commissions and gave special notice to "fee-only"
firms like Leonetti & Associates, LLC who do not accept
commissions. The magazine also reviewed federal regulatory
databases, such as the SEC, to eliminate advisers with any
reportable disciplining events.
Published
rankings by unaffiliated publications should not be understood
as a current or past endorsement of Leonetti & Associates,
LLC by any of its clients. Rankings also should not be construed
by a client or a prospective client as assurance they will
experience a certain level of future results if Leonetti
& Associates, LLC is engaged to provide investment advisory
services. Published rankings typically base their selections
on statistical data submitted by investment advisers throughout
the U.S. and from other industry sources.
Leonetti & Associates, LLC
1130 Lake Cook Road, Buffalo Grove, IL 60089
Telephone: 800-454-0999 Fax: 847 520-5475
Email: marketing@leonettiassoc.com
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Copyright 2008
Leonetti & Associates, LLC All rights reserved
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