Leslie Global Wealth, LLC

Leslie Global Wealth, LLC is a financial advisory firm based in Itasca, IL, established in 2012 by Barry D. Leslie. The firm offers comprehensive portfolio management services, financial planning, and referrals to third-party money managers. They provide tailored investment strategies, including long-term purchases, short-term purchases, margin transactions, and fixed income portfolio management. Clients can have investment discretion, allowing the firm to execute transactions on their behalf. The firm charges fees based on assets under management, with annual percentages ranging up to 2.50% for comprehensive portfolio management. Financial planning services are offered on a flat fee or hourly basis, ranging from $500 to $25,000 for flat fees and $125 to $500 per hour for hourly fees. Leslie Global Wealth, LLC does not accept performance-based fees and requires a minimum account balance of $250,000 for comprehensive portfolio management services. The firm acts as a fiduciary, ensuring they act in the best interests of their clients. Clients' funds and securities are held with a qualified custodian, and the firm does not have physical custody over client assets. Leslie Global Wealth, LLC prioritizes client privacy and security, with policies in place to protect personal information. Clients receive annual privacy policy notices and are informed about the firm's privacy practices.