Leah Crystal Burnett

Gladstone Wealth Partners

25 Years of Experience

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Firm Information

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

9915 Mira Mesa Boulevard, Suite 240, San Diego, CA, 92131

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Regulatory History (1)

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Criminal

September 1996

Final Disposition

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Other Business ActivitiesSells Insurance

Leah is the owner and primary advisor at Aurora Wealth Advisors DBA Sandena, Inc. She also provides insurance advice and owns rental real estate, dedicating minimal time to each of these activities.