CL
CFP
CL
CFP

Christopher Leslie

9 Years of Experience
1 Disclosure

Christopher Leslie is a CFP-designated registered investment advisor at Godsey & Gibb Wealth Management, based in Richmond, VA, with 9 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 807 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
807 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable. GGWM may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6806 Paragon Pl, Ste 230, Richmond, VA, 23230

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History

Regulatory History (1)
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Criminal
January 2005
Final Disposition
Employment History
Current Registrations
Godsey & Gibb Wealth Management
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2012 - September 2017 · 4 yrs 10 mos
TD Ameritrade, INC.Broker
September 2011 - September 2012 · 1 yr
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Leslie - Financial Advisor | TrueAdvisor