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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2019
- Office Locations
- 1
Office Locations
About Leverage Financial Advisory
Leverage Financial Advisory (Leverage Charts) pairs financial planning and portfolio management with clear, visual investor education. The firm emphasizes asset allocation, index funds and ETF-heavy implementation with a risk-management lens, and also supports tax, estate and insurance planning. Founder Brian Bond, CMT, publishes the Leverage Charts newsletter—useful as a distribution touchpoint for market perspectives and client-friendly charts—using platforms including Altruist and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Brian Michael Bond
Investment Advisor, Owner
- CRD
- #7046853
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,297,366 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,297,366 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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