Leslie Global Wealth offers investment advisory services to individuals and other clients. Services include comprehensive portfolio management, financial planning, and referrals to third-party money managers. For portfolio management, Leslie Global Wealth creates tailored portfolios using stocks, bonds, ETFs, mutual funds, and other securities. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. The firm also refers clients to third-party money managers, providing initial due diligence and ongoing review.
Assets Under Management$410M
Clients361
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5M+ | 1.00% |
Fees are negotiable. LPL Financial may charge additional fees that Leslie Global Wealth does not share in.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...