L
Leslie Gale Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$73,225,426
Total clients
35
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$2,092,155
About
The firm provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, including IRAs, SEPs, SIMPLEs and trusts. It offers both actively managed (monitored daily) and passively managed (rebalanced quarterly) programs using equities, fixed income and alternative allocations implemented through ETFs, mutual funds and individual securities.
Investment decisions are driven by a quantitative process that uses proprietary screens and optimization models to target risk‑adjusted returns, with portfolios customized to each client’s risk profile and written restrictions accepted. The firm acts as a fiduciary, monitors accounts daily, conducts regular quarterly reviews, and identifies Charles Schwab as a preferred custodian and execution platform.
Distinctive features include a concentrated client base—approximately $73.2 million in assets under management for about 35 clients—suggesting relatively large average account sizes rather than a mass-market client mix, and the firm does not maintain a public website. The brochure also discloses a 2017 consented Cease and Desist Order by the Florida regulator, including findings related to ADV filings, invoicing and agreement documentation and an administrative fine, a disclosure event that is uncommon among peers.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Private / alternative investments
Fee options
$0+: 1% annually (actively managed accounts) $0+: 0.5% annually (passively managed accounts)
Main office location
Leslie Gale Advisors, LLC
Boynton Beach FL, United States
Number of offices
2
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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