Leah Newman
Leah Newman is a registered investment advisor at Reap Financial Group, LLC, based in Georgetown, TX, with 10 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and depend on the specific portfolio manager, investment models, and strategies chosen.
Fee Estimator
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.
Exams
More Advisors
- Michael Dosier, CFPEdward Jones
- Darrick Mcgill, CFPPrimerica Advisors
- Nicholas D'alessandro, CFPStrategic Advisers LLC
- Allison Dickmann, ChFCState Farm Investment Management CORP.
- Zachary Thomas, CFPGrowth Horizons Wealth Management LLC
- Gregory Bowden, CFPRaymond James & Associates, INC.