Leavell Investment Management provides investment management services, creating strategies tailored to clients' goals by allocating assets among various asset classes. These include stocks, bonds, mutual funds, and exchange-traded funds. Leavell also occasionally provides traditional financial planning, covering cash flow, risk management, investment review, tax, retirement, estate, and education planning. Leavell does not provide legal, accounting, or insurance services.
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.