Makinzie Stack is a registered investment advisor at Leelyn Smith, LLC, based in Geneva, IL, with 8 years of industry experience. Makinzie 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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Makinzie provides administrative support to The Retirement Network LTD and Leelyn Smith LLC, both independent investment advisor firms, dedicating about a quarter of her time to each. She also acts as a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
Leelyn Smith, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning CorporationBroker
State Registrations1 state
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