Laura Boldt is a CFP-designated registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 26 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
16215 N. 28th Ave., Phoenix, AZ, 85053
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Regulatory History (1)
Customer Dispute
March 2017Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Citigroup Global Markets INC.Broker
State Registrations2 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.