Laura Schilling
Laura Schilling is a CFP, PFS-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA, 30328
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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 has several outside business activities, including a law practice, ownership in Lea LLC and EAL LLC (real estate), and ownership in Financial Innovations, an insurance business. She also has investments in real estate projects through ALE LLC and owns a lake house through AEL LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Financial Innovations, LLC
Previous Registrations
Vining Financial
Triad Advisors LLCBroker
Creative Financial Group LTD
Synovus Securities, INC.
Synovus Securities, INC.Broker
State Registrations28 states
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