Leah Brooks
Leah Brooks is a registered investment advisor at Gaddis Premier Wealth Advisors LLC, based in Durant, OK, with 17 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,315 clients with $310M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
202 W Main, Durant, OK, 74701
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Leah is involved in several business activities, including Gaddis Premier Wealth Advisory and Private Client Services, each taking up a full-time commitment. She also serves as President of Southeastern Oklahoma State University Wesley Foundation and Secretary for Partners in Education, dedicating minimal time to each, and is involved in Medicare sales and Patchwork Holdings, LLC.
Employment History
Current Registrations
Gaddis Premier Wealth Advisors LLC
Private Client Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.