Leonard Skiena
Leonard Skiena is a registered investment advisor at S. R. Schill & Associates, INC., based in Mercer Island, WA, with 20 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 188 clients with $130M 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 $200K | 1.25% |
| $200K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
The annual fee is non-negotiable. The fee schedule includes all costs of financial planning services and portfolio management. S. R. Schill & Associates may provide partial management consisting of asset allocation on assets not held at their custodian, Charles Schwab & Co., Inc. These assets can include, but aren’t limited to, variable annuity contracts and qualified retirement plan accounts such as a 401(k).
Fee Estimator
Location
2448 76th Ave. Se, Suite 222, Mercer Island, WA, 98040
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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 →Employment History
Current Registrations
S. R. Schill & Associates, INC.
State Registrations4 states
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