Leslie Garner
Leslie Garner is a CFP-designated registered investment advisor at Adaptfirst Investments LLC, based in Greensboro, NC, with 10 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $83M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Greensboro, NC
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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 ActivitiesSells Insurance
Leslie is an independent health insurance agent selling health insurance and Medicare supplements since 2013. She also sells children's books and specialty items, and works as a mortgage loan processor full-time. Additionally, Leslie is an adjunct professor at NC A&T University, spending about 10-20% of her time there.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Innovation Partners LLCBroker
Innovation Partners LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.