Michael Leslie Investments offers personalized investment management and ongoing financial planning services for individuals and high-net-worth clients. Founded in 2025 and based in Philadelphia, Pennsylvania, the firm builds customized investment portfolios based on each client's individual goals, time horizon, and risk tolerance, retaining authority to make trades without asking first. For clients seeking guidance beyond their portfolios, Michael Leslie Investments provides ongoing financial planning and trading advice delivered through regular video consultations, email check-ins, and ongoing correspondence. The firm does not have an account minimum, making its services accessible to investors of various portfolio sizes, and waives ongoing planning fees for clients who also invest their portfolios through the firm. Michael Leslie Investments operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based on criteria such as historical relationships, asset types, anticipated future assets, and account composition.