Laura Gilman
Laura Gilman is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Los Angeles, CA, with 23 years of industry experience. Laura 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 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
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.