Laura Walsh
Laura Walsh is a CFP-designated registered investment advisor at Lifespan Financial Strategies, INC., based in Weston, FL, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 515 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 $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable on a case-by-case basis. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1655 North Commerce Parkway, Suite 203, Weston, FL, 33326
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Laura sells non-variable insurance in Florida since 2010, dedicating minimal time to this activity. She is also a member of Tranquil Beach, LLC, spending minimal time on that as well.
Employment History
Current Registrations
Lifespan Financial Strategies, INC.
Previous Registrations
LPL Financial LLCBroker
Mutual Service CorporationBroker
Ffp Securities, INC.Broker
Mutual Service CorporationBroker
Wma Securities, 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.