Laura Ann Seymour
LS
CFP
Laura Ann Seymour
LS
CFP

Laura Seymour

11 Years of Experience
Edina, MN

Laura Seymour is a CFP-designated registered investment advisor at Torchlight Financial, based in Edina, MN, with 11 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, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 53 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
53 clients
Average Client Portfolio
$910K average
Assets Under Management
$48.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

TorchLight Financial charges a flat annual fee for its Wealth Management Investment Advisory service, which includes both ongoing financial planning and investment management. The fees are paid quarterly in arrears and are determined based on your unique situation:

  • Annual fees range from $5,000 to $30,000.
  • There is a minimum annual fee of $5,000.

Very occasionally, grandfathered clients may pay fees based on a percentage of the value of their portfolio.

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Contact

Laura Ann Seymour
LS
Laura Seymour

Location

5201 Eden Avenue, Suite 300, Edina, MN, 55436

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Torchlight Financial
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Cypress Wealth Management, LLC
November 2018 - June 2021 · 2 yrs 7 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
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Laura Ann Seymour
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