Laura Lewis-Roe
Laura Lewis-Roe is a registered investment advisor at Frost Investment Services, based in San Antonio, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,179 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Services offers several investment programs with different fee structures:
- Fund Strategist Portfolio Program: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Optimum Asset Allocation Strategy: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Advisor Model Management: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.20% on the first $5,000,000, 0.17% on the next $5,000,000, and 0.10% over $10,000,000.
- Unified Managed Accounts Program: 1.25% on the first $1,000,000, 1.10% on the next $1,000,000, 1.00% on the next $3,000,000, and 0.85% over $5,000,000. An optional tax and/or impact overlay service is available for an additional fee of 0.10% on the first $10,000,000, 0.08% on the next $15,000,000, and 0.05% over $25,000,000.
Location
111 West Houston Street, San Antonio, TX, 78205
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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
Laura is a partner in Roe Family Farm since 2021, assisting in raising crops and livestock. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Frost Investment Services
Frost Brokerage Services, INC.Broker
State Registrations1 state
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