Barry Leslie
Barry Leslie is a CFP-designated registered investment advisor at Leslie Global Wealth, LLC, based in Itasca, IL, with 27 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 361 clients with $410M 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 $5.0M | 2.50% |
| $5M+ | 1.00% |
Fees are negotiable. LPL Financial may charge additional fees that Leslie Global Wealth does not share in.
Fee Estimator
Location
500 Park Blvd, Suite 1440, Itasca, IL, 60143
Get directionsHistory
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
Barry sells fixed insurance products since 2004. He is also an Investment Advisor Representative under Leslie Global Wealth, LLC, spending nearly full-time on these activities, and manages LGW Aviation, LLC for tax/investment purposes, dedicating minimal time.
Employment History
Current Registrations
Leslie Global Wealth, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations19 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.