Lesley Brey is a CFA, CFP-designated registered investment advisor at L.J. Brey, INC., based in Honolulu, HI, with 29 years of industry experience. Lesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 61 clients with $120M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.50% |
For clients who receive investment management services without financial planning (typically friends and family), the following fee schedule applies: - Under $100,000 — $100 per year - Over $100,000 under $250,000 — $500 per year - Over $250,000 under $500,000 — $1,250 per year - Over $500,000 — 0.75% per year
Fee Estimator
Location
Honolulu, HI
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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
Lesley is a Regent at Chaminade University of Honolulu since 2014, attending meetings and providing governance input. This activity is non-investment related and takes minimal time.
Employment History
Current Registrations
L.J. Brey, INC.
State Registrations2 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.