LS
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Laura Stenberg

22 Years of Experience
Austin, TX
1 Disclosure

Laura Stenberg is a registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 22 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
6,127 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$11.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $7.0M0.75%
$7.0M - $10.0M0.50%
$10M+0.50%

Fees for accounts over $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746

Get directions

History

Regulatory History (1)
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Customer Dispute
October 2010
Denied
Other Business Activities

Laura owns a rental property since 2021, dedicating minimal time to it. She also owns and manages Dare to Move DBA Plane Junkie, a publisher and distributor of aviation and military art and collectibles, spending minimal time on this activity as well.

Employment History
Current Registrations
HUB Investment Partners, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Mma Securities LLC
March 2021 - June 2024 · 3 yrs 3 mos
Mma Securities LLCBroker
March 2021 - June 2024 · 3 yrs 3 mos
Principal Securities, INC.
January 2013 - February 2021 · 8 yrs 1 mo
Principal Securities, INC.Broker
January 2013 - February 2021 · 8 yrs 1 mo
Ameriprise Financial Services, INC.
October 2003 - December 2012 · 9 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2003 - December 2012 · 9 yrs 3 mos
Ids Life Insurance CompanyBroker
September 2003 - July 2006 · 2 yrs 10 mos
State Registrations1 state
TX
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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