Advisor at KGL Financial Advisors, LLC
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Firm
KGL Financial Advisors, LLC
Location
Bannockburn, IL 60015
Credentials
PFS™, Series 66
Industry experience
7 years
Edward Leszynski is a financial advisor at KGL Financial Advisors, LLC with seven years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Praetorian Wealth Management Inc for ten years. Outside of advising, he is a CPA involved in individual tax preparation and holds a significant ownership interest in a sports and events center. KGL Financial Advisors is an independent wealth management firm serving individual and high-net-worth clients with combined financial planning and discretionary portfolio management. The firm manages approximately $30 million in assets and employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, stocks, bonds, and options.
Based on KGL Financial Advisors, LLC
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,501 - $5,000,000: 1.00% $5,000,001+: 0.75%
Fee-only: Wealth management fees as described; no commissions or other compensation received.
2333 Waukegan Rd Ste 120
Bannockburn, IL 60015
Illinois · Louisiana · Texas
KGL Advisors, LLC
2018 - Present (8 years)
Consencia, LLC
2018 - Present (8 years)
Praetorian Wealth Management Inc DBA Praetorian Guard
2008 - 2018 (10 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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