Leigh Kinnamon
Leigh Kinnamon is a registered investment advisor at Kinnamon & Associates LTD II, based in Barrington, IL, with 36 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinnamon & Associates, LTD. II charges a fixed fee for managing your investments, which is negotiated on a case-by-case basis. The fee ranges from 0.5% to 1.25% of the value of your portfolio. You'll be invoiced at the end of each quarter.
Location
217 N. Northwest Hwy., Barrington, IL, 60010
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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 →Other Business ActivitiesSells Insurance
Leigh is a managing partner at Kinnamon Accounting SVC, an accounting and tax practice, dedicating about half their time. Leigh also receives referral commissions on health insurance and is a secretary at Kinnamon & Associates, Ltd II, a registered investment advisor, spending about 10-20% of their time on this.
Employment History
Current Registrations
Kinnamon & Associates LTD II
Previous Registrations
Cetera Financial Specialists LLCBroker
Hochman & Baker Securities, INC.Broker
State Registrations1 state
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.