Leslie Quick
Leslie Quick is a registered investment advisor at Simon Quick Advisors, LLC, based in Morristown, NJ, with 37 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 939 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.
Location
360 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (2)
Regulatory
June 2003Investigation
March 2003Employment History
Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Massey Quick Wealth Solutions LLC
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Bankboston Investor Services, INC.Broker
Bankboston Investor Services, INC.Broker
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Quick & Reilly, INC.Broker
Fleet Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.