Van Leeuwen Retirement and Investment Services is an independent wealth management firm based in Richmond, Kentucky, offering comprehensive financial planning and investment management services. Operating for over 20 years, the firm specializes in helping clients navigate critical retirement decisions, build custom investment portfolios, and plan for various life stages including education funding, estate planning, and business succession. Van Leeuwen Retirement and Investment Services primarily serves high-net-worth individuals, families, and business owners. The firm utilizes third-party custodians like LPL Financial to hold client assets and execute trades, offering both traditional wrap fee programs and strategic wealth management services. In addition to investment oversight, the team provides standalone hourly financial planning and consulting. The firm's professionals are dually registered and may also offer securities on a commission basis or insurance products through separate capacities, which is managed under their legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees are generally up to 1.75%, based on factors such as portfolio complexity, asset level, and overall relationship. Fees are negotiable at the discretion of the advisor.