Brian Mccleskey
Brian Mccleskey is a CFA-designated registered investment advisor at Win Advisors, INC, based in Palm Beach Gardens, FL, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,311 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIN Advisors offers investment management through several programs:
- Guided Portfolio Solutions Program: Fees are 2% annually, payable quarterly in advance. There is also a one-time 2.5% financial planning fee that may be waived.
- Reality Check My Investments Program: The annual fee is 1.00% of assets under management, payable quarterly in advance.
Location
11440 Jog Road, Palm Beach Gardens, FL, 33418
Get directionsHistory
Regulatory History (2)
Criminal
June 2001Criminal
May 2001Other Business Activities
Brian works as a sub advisor and consultant for GWN Securities, providing asset allocation models, and is also an employee of Money Concepts Capital Corp. These investment-related activities each take about 10-20% of his time during securities hours.
Employment History
Current Registrations
Win Advisors, INC
Money Concepts Advisory Service
Previous Registrations
Chesapeake Investment Group
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bi Investments, LLC
Bi Investments, LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations1 state
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.