Leah Schulte is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Cincinnati, OH, with 14 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 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
4755 Cornell Road, Cincinnati, OH, 45241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leah is a partner at Schulte & Uhrig doing tax preparation and accounting since 2016, spending about 10-20% of her time. She also provides investment advisory services through Brass Tax Wealth Management Inc, dedicating about half her time, and owns The Next Adventurous Child LLC, spending minimal time on it.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Brass Tax Wealth Management
Invest Financial CorporationBroker
Fidelity Brokerage Services LLCBroker
Invest Financial CorporationBroker
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.