Leslie Conklin is a registered investment advisor at Park Walk Investments LLC, based in Austin, TX, with 15 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Qualified clients will pay up to an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
1250 S. Capital of Texas Hwy., Bldg. 3, Suite 400, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leslie is a director at Park Walk Europe LLP, an FSA registered broker/dealer, taking about half of their time. Leslie also holds ownership or management positions in several other investment-related entities, including Park Walk Ltd, 1AC Investments LLC, Park Walk LLC, Park Walk Investments LLC, SW10 Credit Opportunities LLC, and Park Walk Credit Partners LLC, dedicating minimal time to Park Walk Investments LLC and Park Walk Credit Partners LLC, and minimal time to SW10 Credit Opportunities LLC.
Employment History
Current Registrations
Park Walk Investments LLC
Park Walk Capital Markets, LLCBroker
Previous Registrations
Park Walk Investments LLC
Park Walk Investments LLC
Seaport Global Securities LLCBroker
State Registrations9 states
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