Leslie Herr
Leslie Herr is a registered investment advisor at Simplified Wealth Management, LLC, based in Barrington, IL, with 17 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $22M 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 $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
565 Fox Glen Ct., Barrington, IL, 60010
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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 →Other Business ActivitiesSells Insurance
Leslie is a minority owner in Auburn Group, LLC, a real estate business, spending minimal time on it. She is also an office manager/managing member for Signal Hill Partners and MJG Construction, LLC, dedicating a few hours per week and about half her time, respectively. Finally, Leslie is a managing member/insurance agent for Our Family Office, LLC, focusing on fixed insurance sales and spending about 10-20% of her time.
Employment History
Current Registrations
Simplified Wealth Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
New England Securities Corporation
New England SecuritiesBroker
Anderson Herr Financial Services, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.