Leslie Schoenhofer
Leslie Schoenhofer is a registered investment advisor at Mulholland Wealth Advisors, LLC, based in Overland Park, KS, with 12 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 806 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable. Overlay Manager fees typically range from 0.10% to 0.30% annually.
Fee Estimator
Location
7450 W. 130th St., Suite 215, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2023Employment Separation After Allegations
May 2023Other Business ActivitiesSells Insurance
Leslie owns True Peace Financial Solutions, where she sells insurance products including fixed index annuities, fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. She is also a board member of True Peace Marketing Inc, spending minimal time per week to help maintain daily processes.
Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
Previous Registrations
Alphastar Capital Management, LLC
Secure Investment Management, LLC
Client One Securities LLC
State Registrations7 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.