Leslie Lewis is a registered investment advisor at Multigenerational.black INC., based in New York, NY, with 3 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 4 clients with $240K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MultiGenerational's investment advisory fees range from $1 to $5 per month, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are based on the market value of your portfolio at the end of each month.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leslie is a board member Emeritus of the Reginald F Lewis Foundation, a publisher and author with Bookmark Publications, and a producer with Broadview Phoenix Productions, each taking minimal time. Leslie is also the Principal at Black Harvard Alumni United, LLC, spending about 10% of her time organizing and hosting events.
Employment History
Current Registrations
Multigenerational.black INC.
State Registrations1 state
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