Leslie Shockley Ballantine
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.50% to 1.20% annually based on the scope and complexity of services, level of assets managed, and overall relationship with the advisor. Fees may be negotiable. For clients with at least $500,000 in assets under management, wealth planning is offered at no additional charge. For standalone financial planning or clients with less than $500,000 in assets under management, Shepherd will charge an hourly fee from $300 to $600 per hour, with a minimum of six hours.
Areas of Practice
Advisor Information
Office location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsRegulatory 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 →Other Business Activities
Leslie volunteers for zoo events through the Friends of the Zoo Board and owns Ballantine Baby, where she creates handmade children's toys. Both activities require minimal time each month.