Leah Ruark
Leah Ruark is a registered investment advisor at Lanier Financial Group LLC, based in Athens, GA, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 240 clients with $240M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Rates represent the maximum fee schedule for discretionary asset management. Non-discretionary accounts are charged a flat 0.50%. Fees over $10,000,000 are negotiable.
Fee Estimator
Location
490 N. Milledge Avenue, Athens, GA, 30601
Get directionsHistory
Regulatory History (2)
Regulatory
October 2025Employment Separation After Allegations
October 2023Other Business ActivitiesSells Insurance
Leah is a licensed independent insurance agent selling insurance products in Athens, GA. This activity requires minimal time commitment.
Employment History
Current Registrations
Lanier Financial Group LLC
Previous Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
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.
Exams
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