LB
ChFC
LB
ChFC

Laura Brauch

28 Years of Experience
Lehigh Acres, FL
BrokerSells Insurance

Laura Brauch is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Lehigh Acres, FL, with 28 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

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

3509 Lee Blvd Ste 1, Lehigh Acres, FL, 33971

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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.

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Other Business ActivitiesSells Insurance

Laura is a partner in Skooch Enterprises, LLC, a rental property business, but spends no time on it. She also owns Laura Brauch's Insurance Agency, an insurance agency affiliated with State Farm, and dedicates about half her time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2018 - Present · 8 yrs 1 mo
State Farm Vp Management CORP.
March 1998 - Present · 28 yrs 7 mos
State Farm Vp Management CORP.Broker
March 1998 - Present · 28 yrs 7 mos
State Registrations1 state
FL
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.