Leah Williams
Leah Williams is a ChFC-designated registered investment advisor at Blueprint Financial Advisors, based in Charlotte, NC, with 9 years of industry experience. Leah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
11220 Elm Lane, Suite 205B, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leah is an insurance agent for Emerald Financial Group and Annuity Association, and owner of Savvy Financial LLC, all insurance brokerages. She also co-owns Empower-Her, a networking group, and co-hosts a podcast highlighting female business owners, dedicating nearly full-time hours to Savvy Financial LLC and a few hours per week to the other activities.
Employment History
Current Registrations
Maplewood Investments, INC.
Blueprint Financial Advisors
Maplewood Investments, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.
Exams
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