Leslie Michael is a PFS-designated registered investment advisor at Michael Associates, LLC, based in Indianapolis, IN, with 23 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Michael Associates does not charge fees based on a percentage of your portfolio. Investment advice is part of the overall financial planning service.
Location
9229 Delegates Row, Suite 130, Indianapolis, IN, 46240
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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
Michael Associates, LLC
Previous Registrations
The Valeo Financial Group, LLC
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.