Leslie Sawyer is a registered investment advisor at Whalerock Point Partners, LLC, based in West Palm Beach, FL, with 5 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 136 clients with $1B 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Most clients are charged a flat annual rate of up to approximately 1.1%. The firm sets the rate after consideration of the size of the account, the type of assets to be managed, the firm's estimate of the complexity and time requirements of the engagement, and other factors.
Fee Estimator
Location
319 Clematis Street, Suite 610, West Palm Beach, FL, 33401
Get directionsHistory
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 →Employment History
Current Registrations
Whalerock Point Partners, LLC
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.