LP
LP

Leshawn Powers

16 Years of Experience
Independence, OH
BrokerSells Insurance

Leshawn Powers is a registered investment advisor at W&s Brokerage Services, INC., based in Independence, OH, with 16 years of industry experience. Leshawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
98 advisors
Number of Clients
655 clients
Average Client Portfolio
$268K average
Assets Under Management
$175.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $750K1.30%
$750K+1.10%

Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6100 Oak Tree Blvd, Suite 390, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Leshawn is a full-time sales manager at Western Southern Life. He also owns a cleaning service, dedicating minimal time to it outside of securities hours.

Employment History
Current Registrations
W&s Brokerage Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
W&s Brokerage Services, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
The Huntington Investment CompanyBroker
June 2018 - October 2021 · 3 yrs 4 mos
Huntington Financial Advisors
June 2018 - October 2021 · 3 yrs 4 mos
LPL Financial LLC
August 2017 - May 2018 · 9 mos
LPL Financial LLCBroker
August 2017 - May 2018 · 9 mos
Citizens Securities, INC.
November 2014 - June 2017 · 2 yrs 7 mos
Citizens Securities, INC.Broker
November 2014 - June 2017 · 2 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - October 2014 · 2 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2014 · 2 yrs
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
July 2008 - October 2012 · 4 yrs 3 mos
State Registrations2 states
OHWA
AdvisorBrokerBoth

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
No exam information available for this advisor.