Belinda Leslie A Registered Investment Adviser, Inc.

Overview

Belinda Leslie A Registered Investment Adviser, Inc. is a small, independent RIA built around financial planning and portfolio management for individuals, families and small-business owners. The firm is owner-operated by Belinda Leslie and runs a client-facing practice that charges a mix of percentage-of-AUM fees for investment services and hourly fees for planning work. Its stated investment preference is equities, and it implements that bias primarily through exchange-traded instruments and mutual funds rather than through a broad private-asset allocation. The adviser manages client assets on a non-discretionary basis, which suggests an emphasis on collaborative decision-making and ongoing client approval of trades and allocation changes. The firm does not identify as an active ESG investor and is not structured as a multi-state or institutional pension consultant. Given its boutique scale, services are likely tailored and hands-on: financial planning engagements delivered hourly, and portfolio management carried out alongside clients rather than via delegated or pooled asset-allocation mandates.

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