Lesley Wilbur Sheeley

Sheeley & Partners Wealth Management, LLC

32 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Sheeley & Partners Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

81 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$122.4M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.10%
$1.0M - $3.0M	0.90%
$3.0M - $5.0M	0.80%
$5.0M - $10.0M	0.70%
$10M+	0.60%

Investment advisory fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

100 Westminster St., Suite 1202, Providence, RI, 02903

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Lesley is the owner of Knickerbocker Wealth Resources, LLC since 2007, which is not investment related. Her duties involve management and oversight, requiring a few hours per week.