Laura Chernov is a CFP-designated registered investment advisor at Balanced Financial Advisors, based in Sausalito, CA, with 20 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 6 more. Their firm serves 15 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. The minimum account size is $1,000,000, but may be waived at the firm's discretion.
Fee Estimator
Location
Sausalito, CA
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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.
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Laura Gorman Chernov is a Managing Director and investment adviser representative at Wealth Source. The provided text does not contain information about other business activities or insurance sales.
Employment History
Current Registrations
Balanced Financial Advisors
Previous Registrations
Wealthsource®
Goldman Sachs Personal Financial Management
Stancorp Investment Advisers, INC.
Wetherby Asset Management
State Registrations1 state
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
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