Leslie Johnson
Leslie Johnson is a registered investment advisor at Advice and Planning Services, based in Omaha, NE, with 13 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
14301 FNB Parkway, Suites 100, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2025Other Business Activities
Leslie is a part owner of Faithful Johnsons, LLC, a business established to purchase real estate in the future, though it has never been funded. Leslie spends minimal time on this investment-related activity.
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Markle Financial LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations13 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.