Laura Owsley
Laura Owsley is a registered investment advisor at Am Investment Strategies, LLC, based in Chattanooga, TN, with 19 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 576 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Location
832 Georgia Avenue, Suite 100, Chattanooga, TN, 37402
Get directionsHistory
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 is a licensed insurance agent with various insurance companies and may recommend insurance products on a commission basis. While the firm does not sell insurance products directly to advisory clients, Laura is permitted to sell insurance to them in her capacity as an agent.
Employment History
Current Registrations
Am Investment Strategies, LLC
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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.