Leanne Fee is a registered investment advisor at Stewardship Advisors, LLC, based in Mount Joy, PA, with 21 years of industry experience. Leanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 647 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
321 W. Main Street, Mount Joy, PA, 17552
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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
Leanne has been a Notary Public in Mount Joy, PA since 2005. This activity is not investment-related and involves minimal time.
Employment History
Current Registrations
Stewardship Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
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.