Leslie Allen is a registered investment advisor at Family Wms, LLC, based in Athens, GA, with 25 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 61 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.83% |
| $4.0M - $9.0M | 0.70% |
| $9.0M - $16.0M | 0.60% |
| $16.0M - $26.0M | 0.50% |
| $26M+ | 0.50% |
Fees are negotiable for accounts over $26,000,000. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
490 N Milledge Avenue, Athens, GA, 30601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leslie is the President of Family Wealth Management Services Inc., an investment advisory firm, since 2003. This involves full-time work supervising the overall business.
Employment History
Current Registrations
Family Wms, LLC
Previous Registrations
Advocacy Wealth Management Services, LLC
Ernst & Young Investment Advisers LLP
State Registrations2 states
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