Norman Pitman is a CFP-designated registered investment advisor at Leavell Investment Management, INC., based in Mobile, AL, with 26 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,847 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leavell Investment Management charges a percentage of your portfolio each quarter, up to 1.25% annually. The specific fee is negotiated and varies based on the size of the account, complexity, activity, and related accounts. Some accounts may be subject to an annual maintenance fee instead of a percentage of assets. There is a $5,000 minimum annual fee per relationship, but this can be waived.
Location
3800 Airport Boulevard, #306, Mobile, AL, 36608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Leavell Investment Management, INC.
Previous Registrations
N.D. Pitman & Company, INC.
N.D. Pitman & Company, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.