Leslie Heath is a registered investment advisor at S.B. Value Partners, L.P., based in San Antonio, TX, with 36 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SB Value Partners manages investments through several partnerships and separately managed accounts. They do not charge a management fee but instead receive a percentage of the net profits.
For Institutional Asset Management, SB Value offers a fixed fee for advisory services, generally between $25,000 and $100,000 annually, payable monthly or quarterly. Clients are also responsible for custody, commissions, and other transaction charges.
Location
1903 San Pedro Avenue, San Antonio, TX, 78212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
S.B. Value Partners, L.P.
Previous Registrations
Securevest Financial GroupBroker
Securevest Financial GroupBroker
Investment Professionals, INC.Broker
Tri-Star FinancialBroker
Spires Financial, L.P.Broker
Cantella & CO., INC.Broker
Meyers Pollock Robbins, INC.Broker
Cantella & CO., INC.Broker
Gsc Securities, INC.Broker
Government Securities CorporationBroker
Schaefer Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.