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Laura Blair

28 Years of Experience
Dallas, TX

Laura Blair is a registered investment advisor at Vaquero Private Wealth, LTD., based in Dallas, TX, with 28 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 285 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
285 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$928.9M

Fee Structure

Vaquero Private Wealth charges a fee based on the size and scope of the relationship, complexity of the investments, necessary time commitments, and associated travel requirements. The fee is no more than 1.75% annually. Fees are negotiable and may vary among clients. The fee is paid monthly in advance.

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Location

8111 Douglas Avenue, Suite 1350, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Vaquero Private Wealth, LTD.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Syntal Capital Partners, LLC
August 2017 - November 2019 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1999 - August 2017 · 18 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - August 2017 · 18 yrs 5 mos
Salomon Smith Barney INC.Broker
October 1997 - March 1999 · 1 yr 5 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - September 1997 · 0 mos
Alex. Brown & Sons IncorporatedBroker
March 1995 - September 1997 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
January 1995 - February 1995 · 1 mo
The Chicago CorporationBroker
October 1994 - December 1994 · 2 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.