Lesley Sheeley
Lesley Sheeley is a registered investment advisor at Sheeley & Partners Wealth Management, LLC, based in Providence, RI, with 33 years of industry experience. Lesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $130M 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 | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable based on factors such as assets managed, portfolio composition, and scope of services. General financial planning is included.
Fee Estimator
Location
100 Westminster St., Suite 1202, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business Activities
Lesley is the owner of Knickerbocker Wealth Resources, LLC since 2007, which is not investment related. Her duties involve management and oversight, requiring a few hours per week.
Employment History
Current Registrations
Sheeley & Partners Wealth Management, LLC
State Registrations1 state
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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