Belinda Leslie a Registered Investment Adviser, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Belinda Leslie A Registered Investment Adviser, Inc. (ARIA) provides financial planning and investment management services to individuals, high-income individuals, and pension/profit-sharing plans. Financial planning involves analyzing a client's financial situation and objectives to create a plan. Clients can implement recommendations through any brokerage firm. Investment advice is tailored to individual needs and may include various types of investments. ARIA no longer manages any discretionary client accounts.
Assets Under Management$16M
Clients19
Advisors1
Avg. per Client$850K
Avg. per Advisor$16M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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