Leelyn Smith offers investment advisory services, including discretionary and non-discretionary management on a wrap fee basis. They also provide financial planning and consulting services for a separate fee. Leelyn Smith allocates client assets among stocks, bonds, mutual funds, and exchange-traded funds. They may recommend third-party managers through the AssetMark platform. Leelyn Smith also provides retirement plan consulting services.
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.