FL
FL

Francesco Leigh

19 Years of Experience
Princeton, NJ
Broker

Francesco Leigh is a registered investment advisor at Advisors Asset Management, INC., based in Princeton, NJ, with 19 years of industry experience. Francesco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

300 Carnegie Center Suite 100, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Francesco is a bass player in the Montalban Quintet band since 2022. This is a hobby and not securities investment related.

Employment History
Current Registrations
Advisors Asset Management, INC.
January 2007 - Present · 19 yrs 8 mos
Advisors Asset Management, INC.
December 2006 - Present · 19 yrs 9 mos
Advisors Asset Management, INC.Broker
December 2006 - Present · 19 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.