Leslie Rea is a CFP-designated registered investment advisor at AG Wealth Management, PLLC, based in Irvine, CA, with 2 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 18 clients with $9.2M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.
Fee Estimator
Location
Irvine, CA
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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 →Employment History
Current Registrations
AG Wealth Management, PLLC
Previous Registrations
Inspired Financial
State Registrations1 state
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