LH
CFP
LH
CFP

Leigh Hlohinec

28 Years of Experience
Mill Creek, WA
Broker

Leigh Hlohinec is a CFP-designated registered investment advisor at Edward Jones, based in Mill Creek, WA, with 28 years of industry experience. Leigh is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15506 Main St Suite 103, Mill Creek, WA, 98012

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward Jones
September 2017 - Present · 9 yrs 1 mo
Edward JonesBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - August 2017 · 1 yr
Suntrust Investment Services, INC.
February 2002 - December 2016 · 14 yrs 10 mos
Suntrust Investment Services, INC.Broker
February 2002 - August 2017 · 15 yrs 6 mos
The Huntington Investment CompanyBroker
February 1998 - February 2002 · 4 yrs
State Registrations18 states
AZCACOFLILINMTNCNVNYOHORPASCTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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