Bennett J Leiser

World Equity Group, INC.

26 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

World Equity Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

3,109 clients

Average Client Portfolio

$276K average

Assets Under Management

$858.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (1)

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Customer Dispute

March 2013

Denied

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Other 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.