Leslie Calhoun is a registered investment advisor at Optivest, INC., based in San Juan Capistrano, CA, with 32 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fee Estimator
Location
30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675
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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 →Other Business Activities
Leslie is a 25% owner, principal partner, and board member at Optivest, Inc., a registered investment advisor (RIA). Leslie also has a passive investment as a 3.125% owner in Sector Logic, another RIA.
Employment History
Current Registrations
Optivest, INC.
Gramercy Securities, INC.Broker
Previous Registrations
Finance 500, INC.Broker
Roth Capital Partners, LLCBroker
L.H. Friend, Weinress, Frankson & Presson, LLCBroker
Advest, INC.Broker
State Registrations11 states
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