Leslie Fox is a registered investment advisor at RBC Capital Markets, LLC, based in Houston, TX, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
2 Post Oak Central, 1980 Post Oak Blvd, Suite 1630 & 1525, Houston, TX, 77056-3859
Get directionsHistory
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 serves on the board of directors for Christus Foundation for Healthcare and Houston Jewish Community Foundation, dedicating minimal time to each. Leslie is also a partner in FGMS Partners, Purplecat Partners, and Landco Opportunity LLC, partnerships formed to invest in private investments, but spends no time on these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Claremont Financial ServicesBroker
State Registrations26 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.