Leslie Marie Giordano, operating as LMG Advisory Services, offers ongoing investment advice, portfolio management, and financial planning services. She manages equity, fixed-income, and balanced accounts, often using individual stocks and bonds, but may also include exchange-traded funds and mutual funds. She also utilizes third-party investment advisors to implement investment portfolios. Ms. Giordano tailors her advice to each client's needs and objectives.
Assets Under Management$60M
Clients251
Advisors1
Avg. per Client$240K
Avg. per Advisor$60M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed-income only accounts are charged 0.25% per annum. Accounts for corporations and other entities are charged 0.25 percent per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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