Kathleen Governale is a CFP-designated registered investment advisor at Leslie Global Wealth, LLC, based in Itasca, IL, with 18 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 361 clients with $410M 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 $5.0M | 2.50% |
| $5M+ | 1.00% |
Fees are negotiable. LPL Financial may charge additional fees that Leslie Global Wealth does not share in.
Fee Estimator
Location
500 Park Blvd, Suite 1440, Itasca, IL, 60143
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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
Kathleen provides administrative support to Leslie Global Wealth, LLC, an independent investment advisor firm, since August 2022. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Leslie Global Wealth, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Financial Advisory Services
J.W. Cole Financial, INC.Broker
Waterstone Financial Group, INC.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.