LEELYN SMITH, LLC
Geneva, Illinois
1.0
1 Review
Leelyn Smith, LLC is a prominent local investment advisory firm based out of Geneva, IL. With a team of 21 dedicated professionals, including 16 investment advisors, the firm offers comprehensive financial guidance to individuals, employer 401Ks, and other entities. Led by experienced advisors like Jean Baert, Charles Hartman, and Christopher Crandall, Leelyn Smith, LLC has earned a solid reputation for its expertise in managing assets.
The firm's investment advisory services cater to a diverse clientele of over 540 individual clients, with a total of $466,095,000 in assets under management. With an average of $99,590,000 in asse...
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Assets Under Mgmt
$466.1M
Investment Professionals
16
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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