Leslie Rosenberg is a CFP-designated registered investment advisor at Humanize Wealth, based in Seattle, WA, with 7 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 15 clients with $27M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
Fee Estimator
Contact
Leslie Rosenberg
Location
2800 1st Avenue, Suite 329, Seattle, WA, 98121
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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 →Employment History
Current Registrations
Humanize Wealth
Previous Registrations
Blue Water Wealth
Paracle Advisors LLC
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.
Exams
Additional Information
Humanize Wealth was founded to serve a growing chorus of investors seeking to activate their wealth to address the existential threats of inequality and climate change. We are a wealth management partner for individuals, families and foundations who need a comprehensive financial plan and coordination and management of a values-aligned investment portfolio. Humanize Wealth is a 100% employee-owned, women-led registered investment advisor.