Leslie White is a CFA-designated registered investment advisor at Troika Investment Advisors, LLC, based in Hampton, CT, with 25 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 12 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% annually for the equity portion and 0.5% annually for the bond portion. The fee structure is negotiable in rare circumstances.
Fee Estimator
Location
Hampton, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Troika Investment Advisors, LLC
State Registrations1 state
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