Leslie Giordano
Leslie Giordano is a ChFC-designated registered investment advisor at Leslie Marie Giordano, based in Garden City, NY, with 5 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 251 clients with $60M 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 $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed-income only accounts are charged 0.25% per annum. Accounts for corporations and other entities are charged 0.25 percent per annum.
Fee Estimator
Location
1325 Franklin Ave, Ste. 255, Garden City, NY, 11530
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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 Director of Employee Benefits at Independent Group & Life Agency, Inc., a health and life insurance agency and employee benefits consulting firm, since 1992. This takes about half of her time and involves health, life, and annuity sales and client servicing.
Employment History
Current Registrations
Leslie Marie Giordano
State Registrations1 state
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