Leanne Smith
Leanne Smith is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 19 years of industry experience. Leanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2225 Lexington Rd, Louisville, KY, 40206
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2016Other Business ActivitiesSells Insurance
Leanne operates Entheos Financial Planning, a financial planning and investment management business, dedicating about half their time. She also sells life insurance as an agent, spending minimal time on this activity, and provides consulting and education to small business owners, which takes a few hours per week.
Employment History
Current Registrations
Private Client Services, LLC
Previous Registrations
Columbia Advisory Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, 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.