Laura Rotter is a CFP-designated registered investment advisor at True Abundance Advisors, based in White Plains, NY, with 5 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 21 clients with $32M 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 $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fees are negotiable based on client needs and the complexity of the engagement. The minimum annual retainer fee for this service is $10,000.
Fee Estimator
Contact
Laura Rotter
Location
White Plains, NY
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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
True Abundance Advisors
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
Additional Information
I am passionate about practicing yoga and meditation, which help me create an environment where my clients are able to find that still, small voice inside to guide them toward what they truly value. In my free time, I enjoy skiing, hiking and just "being" with my husband Merrill and my three children, Elana, Ben and Saul.
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