Bennett Leiser
Bennett Leiser is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 27 years of industry experience. Bennett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B 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 $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Bennett is the owner/president of Leiser Financial Inc. and an independent insurance agent selling life insurance, long-term care, and disability insurance, dedicating about 10-20% of his time. He is also a Sr. VP and owner at Annuity Depot, selling fixed index annuities, LTC, disability, and life insurance, dedicating a few hours per week.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Echotrade LLCBroker
Schonfeld Securities, LLCBroker
State Registrations5 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.
Exams
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