LP
LP
Leslie Pincombe
23 Years of Experience
2 DisclosuresSells Insurance
Leslie Pincombe is a registered investment advisor at United Advisors America, based in Prosper, TX, with 23 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, Retirement Planning. Their firm serves 1,751 clients with $350M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
290 S Preston Road, Suite 220, Prosper, TX, 75078
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2015Settled
Customer Dispute
October 2014Denied
Other Business ActivitiesSells Insurance
Leslie is an insurance agent for Alliance America Corporation, a life and health insurance agency.
Employment History
Current Registrations
United Advisors America
April 2017 - Present · 9 yrs
Previous Registrations
Fifth Third Securities, INC.
June 2009 - June 2015 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - May 2009 · 8 yrs 4 mos
State Registrations3 states
MNTXWI
Advisor
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.
Exams
No exam information available for this advisor.