Michael Leslie Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Michael Leslie Investments is registered as an investment manager and offers discretionary asset management and ongoing financial planning to individuals and high‑net‑worth clients. Although the firm is structured to manage pooled or institutional mandates, its most recent filing reports no assets under management and no advisory clients.
The firm combines fundamental, technical and charting analysis and may employ long‑ and short‑term purchases as well as trading strategies, managing accounts on a discretionary basis with quarterly reviews. It also provides an ongoing financial planning service delivered primarily via virtual meetings and email, and may waive the planning service fee for clients who also place assets under management.
Noteworthy operational features include a disclosed outside business activity in which the principal works as a paralegal contractor and may offer related services to clients, a potential conflict the firm says is mitigated through disclosure and fiduciary duties. The firm reports that it does not aggregate trades across accounts, may receive research or other benefits from custodians, and does not vote proxies on client securities, practices that differ from many larger or more established investment managers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
up to 1.5% annually (negotiable)
up to $190 per month (waived if client has AUM with Michael Leslie)
Main office location
Michael Leslie Investments LLC
1818 Market Street
Philadelphia PA 19103, United States
Number of offices
1
Most active in
Michael Leslie Investments LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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