Laura Gerber Bruce

CFP · ChFC

Alaska Wealth Advisors

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Alaska Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

629 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$925.4M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Alaska Wealth Advisors

February 2015 - Present · 11 yrs

Previous Registrations

Alaska Permanent Capital Management CO

February 2008 - February 2015 · 7 yrs

Kms Financial Services, INC

November 2007 - November 2007 · 0 mos

Financial Resources INC

April 2004 - December 2007 · 3 yrs 8 mos

State Registrations2 states

AKTX

Advisor

Exams

No exam information available for this advisor.