LF
LF

Leigh Fleming

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
2,126 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.45%
$20M+0.30%

Fees are negotiable at the discretion of FFA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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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

Leigh works as a Registered Investment Advisor (RIA) with Fragasso Financial Advisors. This is a full-time commitment, with 130 hours per month during trading hours.

Employment History
Current Registrations
Fragasso Financial Advisors
July 2022 - Present · 3 yrs 7 mos
Private Client Services, LLCBroker
December 2021 - Present · 4 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.