Leslie Lammers is a CFA-designated registered investment advisor at Riverstone Advisors, LLC, based in New Braunfels, TX, with 24 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 153 clients with $390M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
New Braunfels, TX
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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 →Employment History
Current Registrations
Riverstone Advisors, LLC
Previous Registrations
Morse Williams & CO. INC.
State Registrations1 state
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