Leann Knuth
Leann Knuth is a registered investment advisor at Mader & Shannon Wealth Management, based in Colorado Springs, CO, with 15 years of industry experience. Leann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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% |
Fees are negotiable. Different fee structures apply to ERISA retirement plan accounts.
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 Registrations2 states
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
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