LR
CFP
LR
CFP

Laura Radko

29 Years of Experience
Durham, NC
Broker

Laura Radko is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Durham, NC, with 29 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Durham, NC

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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
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
December 2009 - Present · 16 yrs 5 mos
Fidelity Brokerage Services LLCBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
December 2009 - July 2018 · 8 yrs 7 mos
LPL Financial Corporation
December 2008 - November 2009 · 11 mos
LPL Financial CorporationBroker
December 2008 - November 2009 · 11 mos
The Lincoln National Life Insurance CompanyBroker
February 2002 - June 2006 · 4 yrs 4 mos
Sagemark Consulting, INC.Broker
August 1998 - November 2000 · 2 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - December 2008 · 10 yrs 6 mos
Cigna Financial Advisors,inc.Broker
March 1996 - June 1998 · 2 yrs 3 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.