Bennett Leiser
Bennett Leiser is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 26 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Bennett is the owner/president of Leiser Financial Inc. and an independent insurance agent selling life insurance, long-term care, and disability insurance, dedicating about 10-20% of his time. He is also a Sr. VP and owner at Annuity Depot, selling fixed index annuities, LTC, disability, and life insurance, dedicating a few hours per week.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Echotrade LLCBroker
Schonfeld Securities, LLCBroker
State Registrations5 states
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.