Michael Leslie Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Michael Leslie Investments is registered as an investment manager and offers discretionary asset management and ongoing financial planning to individuals and high‑net‑worth clients. Although the firm is structured to manage pooled or institutional mandates, its most recent filing reports no assets under management and no advisory clients.
The firm combines fundamental, technical and charting analysis and may employ long‑ and short‑term purchases as well as trading strategies, managing accounts on a discretionary basis with quarterly reviews. It also provides an ongoing financial planning service delivered primarily via virtual meetings and email, and may waive the planning service fee for clients who also place assets under management.
Noteworthy operational features include a disclosed outside business activity in which the principal works as a paralegal contractor and may offer related services to clients, a potential conflict the firm says is mitigated through disclosure and fiduciary duties. The firm reports that it does not aggregate trades across accounts, may receive research or other benefits from custodians, and does not vote proxies on client securities, practices that differ from many larger or more established investment managers.
Client services
Expertise
Fee options
up to 1.5% annually (negotiable)
up to $190 per month (waived if client has AUM with Michael Leslie)
Main office
1818 Market Street
Philadelphia PA 19103
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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