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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 issue of Medical Economics magazine,
and at www.memag.com. Mike also provides some of his best
financial tips given to physicians in the May 2007 issue
of Medical Economics.
Now
you can enjoy the private guidance of one of the countrys
top investment managers without necessarily being
one of the countrys richest investors. Personalized
service is no longer reserved for only the most wealthy.
Whatever your goals, we have the expertise to provide a
strategy that makes sense for you and your unique situation.
Leonetti & Associates is not a commission-based brokerage
house or a mammoth, impersonal mutual fund. As Private Financial
Advisors, our only incentive is to grow your assets!
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Wealth
Manager's sixth annual ranking of top wealth management
firms is based on the asset value of the average client
relationship at the end of 2005. Firms were instructed to
include discretionary and non-discretionary assets under
management, including various other assets not reported
on Form ADV plus additional client assets not reported on
Form ADV for which the firm receives a management or advisement
fee. The ranking was determined by dividing this final assets
under mangement figure by the number of client relationships
reported. Firms must be registered investment advisors and
offer financial planning services. Half of a firm's clients
had to be individuals or high-net-worth individuals as defined
by the Securities and Exchange Commission (SEC).
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
© Copyright 2008 Leonetti & Associates, LLC All
rights reserved
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