Michael Leslie
Michael Leslie is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in New Castle, DE, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
10 Corporate Circle Ste 205, New Castle, DE, 19720
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Regulatory History (1)
Employment Separation After Allegations
August 2015Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Coastal Equities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations4 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.