Leslie Wolfson
Leslie Wolfson is a registered investment advisor at Wolfson Wealth Management, based in Iselton, CA, with 28 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.5%. Fees are generally not negotiable.
Fee Estimator
Location
Iselton, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 1970Other Business Activities
Leslie is the owner of Delta Brokers, a real estate business, since 2011. This activity takes about 10-20% of her time and is not investment related.
Employment History
Current Registrations
Wolfson Wealth Management
Previous Registrations
Wolfson Wealth Management
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
Citigroup Global Markets INC.
State Registrations2 states
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.