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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
1100 Kenilworth Ave., Suite 210, Charlotte, NC, 28204
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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.