Karmen Ritt is a CFP-designated registered investment advisor at Leelyn Smith, LLC, based in Geneva, IL, with 10 years of industry experience. Karmen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 799 clients with $850M 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.
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 →Employment History
Current Registrations
Leelyn Smith, LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
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.
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