We will tell you up-front, exactly how much our services cost. Compensation is neither hidden
nor incentivized by emphasizing products for kickback payments. It's called fee-based
compensation and you'll start hearing more about it from more firms because they are being
required to do so. But know this: we embraced this transparent, fee-based approach before it
was mandated by the Department of Labor.
APPROACHABLE Our office environment, financial tools, and client conversations are designed to respect and help you, not overwhelm or impress you to the point of intimidation. We want you to ask questions but more than that, well help you understand what you dont know to ask.
MORAL INTEGRITY We have a moral obligation to do the very best we can to add tangible value, maximized benefits, and true wealth to your portfolio and future.
HARDWORKING We are advocates for full-disclosure of advisor compensation and client respect. Anything less is a breech of honesty. These efforts are driven by a genuine act of caring and a belief that this is how the financial advisor industry should be run. That takes real effort but for us, it comes naturally.
|Firm Start Year:||2005|
|Name of Custodial Firm:||Charles Schwab|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, Via email, Video Conference, At your office, At my office, At your home|
Qualifications & Memberships
|Financial Organization Memberships:||Paladin Registry|
|Non-Financial Organization Memberships:||Member, Rochester Estate Planning Council Member, Investments & Wealth Institute|
|Firm's Number of Clients:||73|
|Firm's Number of Planning Clients:||73|
|Firm's Number of Managed Clients:||73|
|Assets Managed by Firm:||$93,000,000|
|Assets Managed by Advisor:||$42,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets|
|Additional Details on Charges:||
Please see our Form ADV Part 2A for Fees for
Advisory Services - Page 6
|Organization:||Rochester Estate Planning Council Rochester, NY|
|Position :||Membership Committee|
|Duration :||01/01/2018-Currently holding|
|Bachelor of Arts, Psychology - Psycology||
State University of New York, Geneseo - Geneseo, NY
LynnLeigh & Company, LLC, (LL&C) is an SEC- registered investment adviser that maintains a principal office in the state of New York. Registration as an investment adviser does not imply a certain level of skill or training. LL&C and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which LL&C maintains clients. LL&C may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Information posted on this site is for informational purposes only. Although we may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. All illustrations are for informational purposes only, and any performance returns referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. You acknowledge and agree that our firm is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site. Investing carries the risk of loss, including the loss of principal.
Kelly's path to establishing an entirely different type of firm began in 2005, when she became a financial advisor out of her desire to help people feel empowered to achieve good things in their lives. In 2009, she received her CFP® certification. She worked for a number of years at a large, name-brand investment firm where her work ethic coupled with her genuine desire to connect with people and build authentic, caring relationships resulted in Kelly growing significant accounts and being promoted through the ranks.
By 2016, Kelly recognized the time was ripe for her to set out on her own. She started LL&C because her due diligence revealed that the firm's principles were deliberately created in the client's best interest. These principles supported her goals of helping clients feel comfortable asking questions about investments and financial planning while delivering full transparency on financial advisor compensation.
Caring about people is a common thread in Kelly's work. She has been an active member of the Rochester Women's Giving Circle since 2012 and was the Committee Chair for The Derby at the Country Village and Museum, an equine event designed to raise charitable funding. She is also a member of the Estate Planning Council and supports the MCC Foundation through Star Power and The Humans Rights Campaign Rochester Chapter.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|West Bloomfield||West Henrietta|
Genesee Valley Hunt Races 2019 - Hospitality Tent
When: 10/12/2019 | By: Clients, Friends and Prospective Clients
Location: 3320 Nations Road, Geneseo NY 14454
Details:The LynnLeigh & Company Team invites you and your family for a day of horse racing, tailgating and family fun! To learn more about the races, call her at (585)623-5981. We look forward to seeing you! ...more