Robert Laura is a registered investment advisor at Wealth & Wellness Group, LLC, based in Brighton, MI, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for portfolios over $5,000,000. Minimum annual fee of $500.
Fee Estimator
Location
690 Hope St., Suite B, Brighton, MI, 48116
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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
Robert is a member of Laura Investment Properties, LLC, a real estate rental business, spending minimal time on general maintenance. He also dedicates about 10-20% of his time to Retirement Project LLC, an education company, focusing on content development and workshops.
Employment History
Current Registrations
Wealth & Wellness Group, LLC
Previous Registrations
Osborn Wealth Management
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.