Leah Burnett
Leah Burnett is a registered investment advisor at Gladstone Wealth Partners, based in San Diego, CA, with 25 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
9915 Mira Mesa Blvd., Suite 240, San Diego, CA, 92131
Get directionsHistory
Regulatory History (1)
Criminal
September 1996Other Business ActivitiesSells Insurance
Leah is the owner and primary advisor at Aurora Wealth Advisors DBA Sandena, Inc. She also provides insurance advice and owns rental real estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Aurora Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.