Laura Rowley
Laura Rowley is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Houston, TX, with 20 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
5555 San Felipe Street, Suite 200, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Regulatory
August 2008Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
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
- Harold Minton, CFPMercer Global Advisors INC.
- David Levy, CFPMercer Global Advisors INC.
- Nicholas Lyons, CFPMercer Global Advisors INC.
- Israel Gonzalez, CFPMercer Global Advisors INC.
- Timothy Moore, CFPMercer Global Advisors INC.
- Heather Ford, CFPMercer Global Advisors INC.