Leslie Killgore
Leslie Killgore is a registered investment advisor at Charles Schwab & CO., INC., based in Scottsdale, AZ, with 37 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
7293 N Scottsdale Rd, Suite 107, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Leslie is a board member of Hunt Memorial Hospital District, a healthcare services organization. She dedicates about 10-20% of her time to this role, attending monthly meetings and serving on a special committee.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
1st Global Advisors INC
The Lincoln National Life Insurance CompanyBroker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations39 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.