Leavell Investment Management, Inc.
Mobile, Alabama
Leavell Investment Management, Inc., headquartered in Mobile, AL, is a reputable local investment advisory firm serving clients since its establishment. With a team of 29 dedicated professionals, including 20 experienced investment advisors, they offer a range of investment advisory services. The firm's advisors possess extensive expertise and strive to deliver personalized investment strategies tailored to meet their clients' financial goals. Leavell Investment Management, Inc. manages an impressive portfolio of assets, totaling over $2,136,355,000, with an average of $56,940,000 per investment advisor. While their compensation ...
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Assets Under Mgmt

$2.14B

Investment Professionals

20

Locations

4

% 401K & Individual

18%

% Discretionary

87%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: EDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS
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