Laura Chamness is a registered investment advisor at Leelyn Smith, LLC, based in Geneva, IL, with 16 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 776 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leelyn Smith offers investment management services where the fee is a percentage of the assets managed. The maximum annual management fee is 1.25%. The fee includes investment advisory services and, if requested, financial planning and consulting. Clients may incur additional fees, such as IRA and check writing fees. Fees are deducted quarterly in advance, based on the market value of assets at the end of the previous quarter. Accounts at Schwab may be billed monthly. Leelyn Smith may also charge a flat annual advisory fee negotiated with the client.
Location
10 N. Third Street, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura is a licensed assistant for The Retirement Network Ltd, a DBA for LPL business, taking nearly full-time hours. She also provides administrative support to Leelyn Smith LLC, an independent investment advisor firm, dedicating about half her time, and works as a notary public, spending minimal time on it.
Employment History
Current Registrations
Leelyn Smith, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Highpoint Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Phoenix Equity Planning CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.