Leslie Reed
Advisor at RIM Group
Updated today
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
RIM Group
Location
Indianapolis, IN 46201
Credentials
Series 63, Series 65
Industry experience
15 years
About
Leslie Reed is the owner and sole advisor of RIM Group, an independent investment advisory firm based in Indianapolis, IN, with 15 years of industry experience. Prior to founding RIM Group in 2011, Reed worked at American Equity Investment Corp from 2014 to 2017. Outside of advisory work, Reed is an author associated with Phimisms Publishing Company. RIM Group provides investment advisory and portfolio management services to individuals, personal trusts, and a variety of institutional clients, including corporations, retirement plans, endowments, and charitable organizations. The firm offers manager selection, business advisory, and bond/public finance advisory services, utilizing a structured fact-finding process and a mix of discretionary and non-discretionary management arrangements.
Client services
Based on RIM Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Small business advisory
Expertise
Based on RIM Group
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Business sale tax planning
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,250,000: 1.25% $1,250,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Rim Group itself does not receive commissions on advisory accounts; however, the managing partner Leslie D. Reed acts as a licensed insurance agent and receives commissions in separate, distinct insurance activities unrelated to Rim Group advisory services
Performance-based fees are offered as an option under a separate amendment to the advisory agreement
Account minimum: Not explicitly stated in terms of asset minimum, but minimum annual fees apply: $250 minimum annual fee ($500 minimum for active/options trading accounts) Minimum fee: Minimum annual fee of $250; $500 minimum annual fee for accounts actively traded or using options strategies frequently Fee-only: Fees are based on assets under management per tiered schedule; no commissions on advisory accounts
Location
25 Wallace Avenue #5
Indianapolis, IN 46201
Most active in
Leslie R has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
American Equity Investment Corp
2014 - 2017 (3 years)
Reed Investment Management (RIM Group)
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Gene A
Series 63, Series 65
Indianapolis, IN
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Series 63, Series 65
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Daniel R
Series 63, Series 66
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