Leah Jenkins is a registered investment advisor at Sterling Wealth Advisors, INC., based in Columbia, TN, with 1 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 80 clients with $220M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Rates apply to the combined planning and investment management service. Standalone investment management is charged at a flat rate of 1.50%. Minimum annual fee floors apply ($17,000 for combined service, $6,000 for investment management only).
Fee Estimator
Location
Columbia, TN
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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 →Employment History
Current Registrations
Sterling Wealth Advisors, INC.
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
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