Leslie West
Leslie West is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Rockford, IL, with 22 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 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
7210 E State St, Ste 210, Rockford, IL, 61108
Get directionsHistory
Regulatory History (2)
Regulatory
May 2014Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Leslie serves on several boards and authorities, including the Airport Authority, Rosecrance Inc, Winnebago County Rail Authority, and the Rockford Area Convention & Visitors Bureau Charitable Foundation. Leslie also owns Leslie M West Insurance Agency, selling insurance products for State Farm and its affiliates, taking about half of her time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations2 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.