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How does LEAVELL INVESTMENT MANAGEMENT, INC. help clients – Key Takeaways:
LEAVELL INVESTMENT MANAGEMENT, INC. is a highly experienced and professional financial advisor that specializes in providing tailored solutions for their clients’ financial needs. The following key takeaways outline how LEAVELL INVESTMENT MANAGEMENT, INC. can help clients achieve their financial goals:
- Offers a range of financial services to cater to various clients’ needs
- Provides personalized financial advice and guidance based on individual goals and risk tolerance
- Has a strong track record of successful financial management and investment strategies
Facts and Insights
Founded in 1998, LEAVELL INVESTMENT MANAGEMENT, INC. has been in the financial industry for over 20 years. With offices in multiple states, they have a team of highly trained and experienced advisors who are dedicated to providing exceptional financial services.
LEAVELL INVESTMENT MANAGEMENT, INC. prides itself on transparency, honesty, and integrity in all their business dealings. Their goal is to build long-term relationships with their clients and help them achieve financial stability and success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1998 | 100+ | $500 million+ |
Financial Services Offered
LEAVELL INVESTMENT MANAGEMENT, INC. offers a comprehensive range of financial services to help clients manage and grow their wealth, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
LEAVELL INVESTMENT MANAGEMENT, INC. caters to a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
LEAVELL INVESTMENT MANAGEMENT, INC. offers fee-based financial services, meaning they charge a percentage of the assets they manage for their clients. This ensures that the advisors’ interests are aligned with the clients’ and motivates them to make sound investment decisions.
Background
LEAVELL INVESTMENT MANAGEMENT, INC. was founded by John Leavell, a highly respected and experienced financial advisor in the industry. He has over 30 years of experience in financial management and has built a skilled and dedicated team of professionals to assist clients in achieving their financial goals.
Financial Advisor Disclosures to Know
As a reputable and transparent financial advisor, LEAVELL INVESTMENT MANAGEMENT, INC. wants clients to be informed of any potential conflicts of interest or disclosures. Some important disclosures to keep in mind include:
- The firm may have conflicts of interest with certain investment products
- The advisors may receive commissions for recommending certain products
- The firm charges a management fee based on a percentage of assets under management