Edward Leszynski is a PFS-designated registered investment advisor at Kgl Financial Advisors, LLC, based in Bannockburn, IL, with 7 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 28 clients with $30M 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 $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
2333 Waukegan Rd Ste 120, Bannockburn, IL, 60015
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 Activities
Edward is a CPA providing tax preparation services through Consencia, LLC, dedicating a few hours per week. He also owns 45% of Richland Creek Capital, an LLC that owns a sports and events center, spending a few hours per week on management issues.
Employment History
Current Registrations
Kgl Financial Advisors, LLC
State Registrations3 states
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