Leah Hadley is a registered investment advisor at Intentional Wealth Partners, based in Cleveland, OH, with 18 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
7017 Pearl Rd, Suite 12, Cleveland, OH, 44130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leah is the President of Great Lakes Divorce Financial Solutions, LLC, a financial consulting firm for individuals going through a divorce and their attorneys, since 2016. She dedicates about half her time to this business.
Employment History
Current Registrations
Intentional Wealth Partners
Previous Registrations
Longbow Securities, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
Longbow Securities, LLCBroker
Longbow Securities, LLCBroker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
State Registrations4 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.