Leslie Beck
Leslie Beck is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Rutherford, NJ, with 26 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
9 Lincoln Avenue, Rutherford, NJ, 07070
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 ActivitiesSells Insurance
Leslie is an investment adviser representative at Strategic Blueprint, LLC and owner of Compass Wealth Management, dedicating about half of her time to these activities. She is also a partner at 379 Associates LLC, a small business consulting firm, and an agent selling fixed insurance, spending minimal time on each.
Employment History
Current Registrations
Strategic Blueprint, LLC
Compass Wealth Management, LLC
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Prudential Securities IncorporatedBroker
Prudential Securities IncorporatedBroker
Prudential Funding Securities CORP.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations2 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.