Leavell Investment Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“There is a minimum $5,000 annual fee per relationship, although this minimum fee can be waived on a case-by-case basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Leavell Investment Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Any prorated fee to be refunded which is greater than $10 will be returned to the client.” 3.”
• “Generally, Leavell invoices its fees on a quarterly basis, in advance, and clients authorize Leavell to directly debit fees from client custodial accounts.”
• “However, clients can elect to be invoiced directly or can elect to make payment in arrears.”

How Leavell Investment Management, Inc.’s fees compare

• Its annual fee of $5,000 is above the Alabama median of $4,000. 63% of the 16 other Alabama planners that publish an annual fee charge less.
• 2 of the 2 other planners in Mobile that publish an annual fee charge less.

About Leavell Investment Management, Inc.

• Firm size: 36 employees.
• Registered as an adviser: 1979 (47 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

2,850

Employees

36

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$3,404,753,027

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107890

Website

leavellinvestments.com (opens in new tab)

Phone

(251) 433-3709

Can advise clients in 13 states: Alabama, California, Colorado, Florida, Georgia, Louisiana, Mississippi, North Carolina, New York, South Carolina, Tennessee, Texas, Virginia

Other planners in Mobile that publish fees

• Kairos Asset Advisory, LLCMobile$100/hr, $1,000/yr
• Wilkins Miller Wealth Management, LLCMobile$500⁠-⁠$25,000
• Williams Financial GroupMobile$150⁠-⁠$350/hr, $1,500⁠-⁠$50,000
• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000

Compare all 6 planners in Mobile