Laura Beldin is a registered investment advisor at B&l Wealth Group, LLC, based in Mclean, VA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $9.3M 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 | 0.20% |
| $1.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.20% |
| $5.0M - $8.0M | 0.20% |
| $8.0M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.20% |
| $15.0M - $20.0M | 0.20% |
| $20.0M - $25.0M | 0.20% |
| $25M+ | 0.20% |
In lieu of the above fee schedule, the Firm charges 0.10% for all-Treasury portfolios. Fees for assets managed in the Firm’s Flagship Strategy accounts are performance-based (20% of quarterly net gains plus a 0.20% management fee). There is also a 0.10% fee for assets under advisement or custody accounts with securities lending needs. The Firm charges a one-time fixed fee for international relationships or international custody accounts between $2,000 and $10,000.
Fee Estimator
Location
1765 Greensboro Station Pl., Tower 1, Ste. 900, Mclean, VA, 22102
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 works as an insurance agent, dedicating full-time hours to insurance sales. This activity is investment-related and involves selling insurance to clients.
Employment History
Current Registrations
B&l Wealth Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
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.