Leslie Wilbers is a registered investment advisor at Alexander Labrunerie & CO., INC., based in Columbia, MO, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,127 clients with $530M 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 $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
601 Nifong Blvd., Suite 3B, Columbia, MO, 65203-6804
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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 works as a Client Services Representative for Saxony Securities and is a partner and operations manager at Alexander LaBrunerie & Co, a Registered Investment Advisor, dedicating full-time hours to this role. Additionally, Leslie co-owns a family rental property and livestock operation, manages commercial rental property, and serves as treasurer for a school parent organization, each requiring minimal time.
Employment History
Current Registrations
Alexander Labrunerie & CO., INC.
Saxony Securities, INC.Broker
Previous Registrations
Labrunerie Financial Services, INC.Broker
State Registrations2 states
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