Leslie Hollingsworth
Leslie Hollingsworth is a registered investment advisor at Simplicity Wealth, based in Huntsville, AL, with 6 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
150 West Park Loop, Suite 105, Huntsville, AL, 35806
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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 ActivitiesSells Insurance
Leslie is a primary member of Insurance Service of America LLC, selling insurance products, property & casualty, and LTC, dedicating about 10-20% of her time. She is also a mortgage loan originator for PrimeMax Mortgage and assists federal employees on retirement benefits, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Gradient Advisors, LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Brookstone Capital Management LLC
Bedrock Investment Advisors
Sagepoint Financial, INC.Broker
Hornor, Townsend & Kent, INC.Broker
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.