Amy Leis is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Mt. Laurel, NJ, with 18 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B 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 | 2.00% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
300 Atrium Way, Suite 2000, Mt. Laurel, NJ, 08054
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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 Activities
Amy works as a social media consultant for Susan Leis Designs, a furniture design business owned by her mother. She is compensated $20/hour and spends minimal time on this activity.
Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
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.
Exams
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