Laura Chiesman
Laura Chiesman is a CFP-designated registered investment advisor at Savant Wealth Management, based in Satellite Beach, FL, with 24 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
1300 Highway A1A, Suite 103, Satellite Beach, FL, 32937
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1992Other Business Activities
Laura is the sole shareholder of Chiesman Holdings, LLC, making her an indirect owner of FirstWave Financial, Inc. She also has ownership stakes in Sky to Sea Publishing and FirstWave Real Estate.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Firstwave Financial
CPA Wealth Management Services PA
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.