Laurie Bachelder
Laurie Bachelder is a registered investment advisor at Freedom Wealth Advisors, LLC, based in North Yarmouth, ME, with 25 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 67 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Wealth Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The maximum fee is 3.00%, and the exact fee is negotiable. The fee is charged quarterly in advance. If you end the agreement, you will not receive a refund for that quarter.
Location
North Yarmouth, ME
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2022Regulatory
April 2017Other Business ActivitiesSells Insurance
Laurie is an independent insurance agent, though currently has no insurance business. She is also a co-owner and managing member of several real estate development companies, dedicating about a quarter of her time to managing and coordinating real estate projects.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
Previous Registrations
Nua Advisors
US Financial Advisors, LLC
U.S. Wealth Advisors, LLC.Broker
Capital Market Solutions, LLC
Wolf Financial Group
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations1 state
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.