SL
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Sean Leder

16 Years of Experience
Boca Raton, FL
1 Disclosure

Sean Leder is a registered investment advisor at Tsl Investment Management, LLC, based in Boca Raton, FL, with 16 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $36M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$35.9M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $20.0M1.10%
$20M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Boca Raton, FL

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History

Regulatory History (1)
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Regulatory
September 2016
Final
Other Business Activities

Sean is a licensed real estate broker operating through Leder Realty & Management, Inc., where he is President and Director. He also acts as Manager and Member of Leder Holdings, LLC, a privately held entity with investments in real estate and equities.

Employment History
Current Registrations
Tsl Investment Management, LLC
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - July 1995 · 10 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.