Advisor at Leading Edge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leading Edge Wealth Management, LLC
Location
Rolling Meadows, IL 60008
Credentials
Series 63, Series 65
Industry experience
33 years
Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Leigh Baldwin & Co., LLC since 2012 and has been with Leading Edge Wealth Management since 2008. Leading Edge Wealth Management serves individual and high-net-worth clients, managing approximately $44.5 million across about 110 client relationships. The firm combines modern portfolio theory with quantitative optimization and fundamental and technical analysis to construct and monitor portfolios, offering financial planning, portfolio management, and educational seminars.
Based on Leading Edge Wealth Management, LLC
Based on Leading Edge Wealth Management, LLC
Financial planning fixed fees typically range from $1,500 to $5,000, agreed upon case-by-case.
up to 1.5% annually (maximum, negotiable)
Advisory professionals may receive commission-based compensation for the sale of insurance products, separate from advisory fees.
Financial planning billed at $300 per hour.
Account minimum: $250,000
1600 Golf Road, Suite 1200
Rolling Meadows, IL 60008
Alabama · Florida · Illinois · Texas
Leigh Baldwin & Co., LLC
2012 - Present (14 years)
Leading Edge Wealth Management, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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