LF
LF
Laura Fasan
28 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
641 clients
Average Client Portfolio
$938K average
Assets Under Management
$601.1M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20220 South Lagrange Road, Frankfort, IL, 60423
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2007Denied
Customer Dispute
September 2002Denied
Other Business ActivitiesSells Insurance
Laura is insurance licensed in variable, life, and health insurance.
Employment History
Current Registrations
Providence Wealth Advisors, LLC
October 2017 - Present · 8 yrs 5 mos
Previous Registrations
Providence Wealth Advisors, LLC
October 2017 - December 2017 · 2 mos
LPL Financial LLC
February 2017 - September 2017 · 7 mos
LPL Financial LLCBroker
February 2017 - September 2017 · 7 mos
Infinex Investments, INC.Broker
May 2009 - February 2017 · 7 yrs 9 mos
Infinex Investments, INC.
May 2009 - February 2017 · 7 yrs 9 mos
Next Financial Group, INC.
June 2007 - May 2009 · 1 yr 11 mos
Next Financial Group, INC.Broker
June 2007 - May 2009 · 1 yr 11 mos
Vision Asset Management INC
February 2007 - June 2007 · 4 mos
Vision Investment Services, INC.Broker
February 2007 - June 2007 · 4 mos
Lasalle Financial Services, INC.
October 2001 - January 2007 · 5 yrs 3 mos
Lasalle Financial Services, INC.Broker
April 1998 - January 2007 · 8 yrs 9 mos
Laughlin Group Advisors, INC.Broker
July 1997 - April 1998 · 9 mos
State Registrations1 state
IL
Advisor
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Exams
No exam information available for this advisor.