Laurie Simons is a CFP-designated registered investment advisor at Strategic Income Group LLC, based in Chandler, AZ, with 32 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 368 clients with $360M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are generally negotiable based on scope and complexity. Households with less than $60,000 average per account are subject to an annual $80 administrative fee.
Fee Estimator
Location
2330 W Ray Road #3, Chandler, AZ, 85224
Get directionsHistory
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
Strategic Income Group LLC
Previous Registrations
LPL Financial LLCBroker
Foundations Investment Advisors LLC
Sii Investments, INC.
Sii Investments, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Capital Analysts, IncorporatedBroker
Hartford Equity Sales Company INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
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
More Advisors
- Michael Gauthier, CFPStrategic Income Group LLC
- Mackenzie Koets, CFPStrategic Advisers LLC
- Matthew Ahern, CFPStrategic Advisers LLC
- Michael Mcginley, CFPEp Wealth Advisors
- John Clarke, ChFCHornor, Townsend & Kent, LLC
- Daniel Siffermann, ChFCInteractive Financial Advisors