William Nicrosi is a CFP-designated registered investment advisor at Leavell Investment Management, INC., based in Mobile, AL, with 25 years of industry experience. William 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
210 Saint Joseph Street, Mobile, AL, 36602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has ownership stakes in NKC Properties LLC, which owns real estate, and WNS Investments LLC, which owns private equity investments. He also serves as treasurer for his wife's dental practice, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Leavell Investment Management, INC.
Previous Registrations
Arlington Family Office
State Registrations2 states
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