Christopher Maxwell Leslie

CFP

Godsey & Gibb Wealth Management

9 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth

Godsey & Gibb Wealth Management

Compensation

Fee-Only (AUM)

Firm Size

13 advisors

Number of Clients

807 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.75%
$2M+	0.50%

Minimum account size of $500,000 and annual fee of $5,000 are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

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

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Employment History

Current Registrations

Godsey & Gibb Wealth Management

August 2022 - Present · 3 yrs 6 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

Advisor

Exams

No exam information available for this advisor.