Leslie Gale Advisors is an independent registered investment advisor that provides portfolio management services to individuals. They evaluate each client’s unique situation and design programs with best of class products. Leslie Gale uses financial management experience to provide full-service portfolio management services on a discretionary basis. The firm does not participate in wrap fee programs.
Assets Under Management$73M
Clients35
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate is for actively managed accounts. Passively managed portfolios are charged 0.5% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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