Leah Newman
Leah Newman is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 9 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,284 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
REAP Financial Group charges an annual asset-based fee for investment management services, up to a maximum of 2.00% of the value of your portfolio. The fee covers the costs of the sub-advisor's services. The exact fee is negotiable and depends on the sub-advisor, investment model, and other factors.
Location
710 South Austin Avenue, Suite 200, Georgetown, TX, 78626
Get directionsHistory
Regulatory History (2)
Criminal
March 1996Criminal
September 1995Other Business ActivitiesSells Insurance
Leah is an insurance agent at Reap Insurance Group, LLC, selling fixed annuities and life insurance since April 2018. This takes about a quarter of her time.
Employment History
Current Registrations
Reap Financial Group, LLC
State Registrations1 state
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.