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The fee is billed in advance, is negotiable and has a $1,200 annual minimum.","source":"DISCLOSURE BROCHURE, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Leonard Rickey Investment Advisors, P.L.L.C. use?","answer":"Leonard Rickey Investment Advisors, P.L.L.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $912M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leonard Rickey Investment Advisors, P.L.L.C. have?","answer":"Leonard Rickey Investment Advisors, P.L.L.C. has 9 investment adviser representatives registered with state securities authorities, out of 19 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Leonard Rickey Investment Advisors, P.L.L.C. invest in?","answer":"At the end of its last fiscal year, Leonard Rickey Investment Advisors, P.L.L.C.’s separately managed accounts held 55% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% other. 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