Leavell Investment Management manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and institutional clients. Leavell builds customized asset allocations using individual stocks and bonds, mutual funds, exchange-traded funds, and alternative investments like real estate investment trusts and master limited partnerships. The firm’s investment philosophy focuses on long-term capital growth and risk control through broad diversification. In addition to investment management, Leavell occasionally provides traditional financial planning covering cash flow, risk management, tax planning, retirement planning, estate planning, and education planning. Leavell operates with offices in Alabama and manages assets on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged quarterly in advance up to 1.25% annually and are negotiable based on account size and complexity. There is a $5,000 minimum annual fee per relationship.