Laura Gilman
Laura Gilman is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Los Angeles, CA, with 24 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
10960 Wilshire Blvd, Suite 405, Los Angeles, CA, 90024
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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 ActivitiesSells Insurance
Laura is an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity. She is also the President of LGA Financial, Inc., a pass-through/holding company, spending minimal time on this as well.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Mutual Securities, INC.Broker
Kcs Wealth Advisory
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Assante Capital Management INC.Broker
Digital Coast Partners, LLCBroker
State Registrations3 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.
Exams
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