Michael Leslie Investments LLC fees and pricing

Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Michael Leslie Investments LLC charges a monthly fee of $190 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $190/mo; “Charged monthly in advance with a maximum fee of $190 per month.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The service comes with multiple zoom consultations per month and unlimited emails correspondence as well as two email check ins from Michael Leslie per month.”

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 335648
Website: michaelleslieinvestments.com (opens in new tab)
Phone: (610) 547-5191

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