Leslie Boyce
Leslie Boyce is a registered investment advisor at Lombard Advisers Incorporated, based in Baltimore, MD, 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 Education Planning, Investment Management, Retirement Planning. Their firm serves 955 clients with $570M 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 $1.0M | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
1820 Lancaster St, Baltimore, MD, 21231
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Employment Separation After Allegations
September 2007Other Business ActivitiesSells Insurance
Leslie operates as WV Wealth Advisors, providing investment services since 2014, dedicating full-time hours during trading hours. Leslie also sells fixed insurance products, including life, long-term care, and annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Lombard Advisers Incorporated
Lombard Securities IncorporatedBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Capital Markets CORP.Broker
State Registrations8 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.