Leslie Reed
Leslie Reed is a registered investment advisor at Rim Group, based in Indianapolis, IN, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 65 clients with $1.1M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.3M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $250. Minimum annual fee is $500 for accounts that are actively traded and use options strategies more frequently.
Fee Estimator
Location
8401 Moller Road, Indianapolis, IN, 46268
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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 ActivitiesSells Insurance
Leslie is an Investment Advisor Representative and owner of Reed Investment Management, LLC, dedicating about half her time to this role. She is also an author with Phimisms Publishing Company, spending about 10% of her time on this activity, and sells fixed insurance products through FMO Insource Inc., dedicating a few hours per week.
Employment History
Current Registrations
Rim Group
Previous Registrations
Chase Investment Services CORP.
Banc One Securities Corporation
State Registrations1 state
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