How does the advisor help clients – Key Takeaways:
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. is a financial advisory firm that helps clients in making sound financial decisions towards achieving their financial goals. The following are the key takeaways of the services they offer:
- Providing tailored financial advice and investment management services
- Developing personalized financial plans
- Offering a wide range of financial services
- Serving various types of clients
- Disclosing all relevant information and providing full transparency
Facts and Insights
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. was founded in 2005 by Belinda Leslie, a registered investment adviser with over 20 years of experience in the financial industry. The firm is based in New York and has earned a reputable name in the financial advisory industry. With their expertise and knowledge, they have helped numerous clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. offers a comprehensive range of financial services to cater to their clients’ individual needs. These services include:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- College planning
- Insurance planning
- Wealth management
Client Types
The firm serves a diverse range of clients, including individuals, families, high-net-worth individuals, business owners, and retirees. They also cater to different types of organizations, such as corporations, trusts, and non-profit organizations.
Fees & Compensation
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. charges a fee-based structure for their services, meaning they do not earn commissions for recommending specific financial products or services. This approach eliminates any conflicts of interest and ensures that their clients’ best interests are always their top priority. The firm’s fees are calculated based on a percentage of assets under management or a fixed fee for specific investment management services.
Background
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. is a registered investment adviser with the Securities and Exchange Commission (SEC). As a registered investment adviser, they have a fiduciary duty to act in their clients’ best interests at all times. This means they must provide full disclosure of any potential conflicts of interest and always put their clients’ needs above their own.
Financial Advisor Disclosures to Know
All financial advisors have a legal obligation to disclose relevant information that may impact their ability to provide unbiased financial advice. It is important to discuss any disclosures with your advisor and ask for clarification if needed. The following are the disclosures for BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.:
- No disciplinary history or legal actions against the firm and its employees
- No material financial relationships or conflicts of interest
- No affiliations with any brokerage firms or insurance companies