William Nicrosi
William Nicrosi is a CFP-designated registered investment advisor at Leavell Investment Management, INC., based in Birmingham, 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 Alternative Investments, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 3,023 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged quarterly in advance up to 1.25% annually and are negotiable based on account size and complexity. There is a $5,000 minimum annual fee per relationship.
Fee Estimator
Location
2712 18th Place South, Birmingham, AL, 35209
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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 Activities
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
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
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