Belinda Leslie
Belinda Leslie is a registered investment advisor at Belinda Leslie a Registered Investment Adviser, INC., based in Franklin, TN, with 21 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $16M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Location
Franklin, TN
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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 Activities
Belinda sings mezzo soprano with the Nashville Opera Association once a year. This activity is not investment-related and does not take any time away from her investment work.
Employment History
Current Registrations
Belinda Leslie a Registered Investment Adviser, INC.
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.