Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Minimum Investment:None
Hourly Rate:Up to $400/hr

REAP charges an annual asset-based fee for investment management services, up to a maximum of 2.00% per annum. These fees are negotiable and may vary. The annual advisory fee includes the costs of the selected sub-advisor’s services. For alternative investment due diligence, REAP charges a fixed fee up to 1.10% of the value of the investible asset. Financial planning services are offered either on a fixed fee basis or based on a maximum hourly rate of $400 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

9414 Anderson Mill Road, Suite 100, Austin, TX, 78729

Get directions
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 1996
Final Disposition
Criminal
September 1995
Final Disposition
Other Business ActivitiesSells Insurance

Leah is an insurance agent at Reap Insurance Group, LLC, selling fixed annuities and life insurance since April 2018. This takes about a quarter of her time.

Employment History
Current Registrations
Reap Financial Group, LLC
September 2016 - Present · 9 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Leah Joy Newman - Financial Advisor | AdvisorDiscover