Lisa Leisure is a registered investment advisor at Pcg Wealth Management, based in Louisville, KY, with 34 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.
Location
3832 Taylorsville Road Suite 1, Louisville, KY, 40220
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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
Lisa co-owns Four Kids Properties, owns other real estate rentals, and acts as a trustee. These activities require minimal time.
Employment History
Current Registrations
Pcg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
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.