Laura Pesek
Laura Pesek is a registered investment advisor at Gibbs Wealth Management, LLC, based in Lemoyne, PA, with 31 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
4 Lemoyne Drive, STE 204, Lemoyne, PA, 17043
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Laura is an insurance agent with LP Financial Associates, selling fixed annuities, disability, health, life, property & casualty, employee benefits, and LTC, dedicating about half of her time. She also operates as a sole proprietor, assisting clients with life, disability, medical insurance, and fixed annuities, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Kemper Distributors, INC.Broker
Wma Securities, INC.Broker
Kemper Financial 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.