Leann Knuth is a registered investment advisor at Mader & Shannon Wealth Management, based in Colorado Springs, CO, with 14 years of industry experience. Leann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 375 clients with $270M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
This is a blended fee schedule, meaning different asset levels are assessed different fees. For 401(k) and other ERISA plan accounts, the annual fees shall not exceed 1%.
Fee Estimator
Location
Colorado Springs, CO
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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
Leann has an inactive company called LMK Investments registered to hold the name for potential future use since 2010. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Mader & Shannon Wealth Management
Previous Registrations
Saxony Securities, INC.Broker
Alexander Labrunerie & CO., INC.
Labrunerie 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.