Laura Maguire
Laura Maguire is a registered investment advisor at Kestra Advisory Services, LLC, based in Southbury, CT, 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 Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
2 Pomperaug Office Parl, Ste. 301, Southbury, CT, 06488
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Laura works full-time as a registered planning assistant for Compass Capital Management LLC and Kestra Advisory Services LLC, providing investment advisory services. She also dedicates minimal time as a volunteer assisting elders with money management and serves as Secretary for Winding Brook Condominium Association.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
People's Securities, INC.Broker
State Registrations32 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.