LD
LD
Laura Dill
12 Years of Experience
Dieterich, IL
1 Disclosure
Laura Dill is a registered investment advisor at Legacy Wealth Management, LLC, based in Dieterich, IL, with 12 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, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
3,416 clients
Average Client Portfolio
$184K average
Assets Under Management
$629.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Dieterich, IL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2023Final
Employment History
Current Registrations
Legacy Wealth Management, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
LPL Financial LLC
October 2018 - January 2020 · 1 yr 3 mos
LPL Financial LLCBroker
October 2018 - January 2020 · 1 yr 3 mos
Cetera Advisor Networks LLC
June 2018 - October 2018 · 4 mos
Cetera Advisor Networks LLCBroker
February 2018 - October 2018 · 8 mos
Raymond James Financial Services, INC.Broker
January 2003 - September 2009 · 6 yrs 8 mos
American Express Financial Advisors INC.Broker
March 2002 - August 2002 · 5 mos
Ids Life Insurance CompanyBroker
March 2002 - August 2002 · 5 mos
State Registrations1 state
IL
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.