Laura West is a CFP-designated registered investment advisor at West Financial Advisors, L.L.C., based in Des Moines, IA, 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 Charitable Giving, Education Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 305 clients with $670M 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 | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
If the percentage-based fee for the first $1,000,000 is less than $8,500, a flat fee of $8,500 is charged instead.
Fee Estimator
Contact
Laura West
Location
111 East Grand, Suite 412, Des Moines, IA, 50309
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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 →Employment History
Current Registrations
West Financial Advisors, L.L.C.
State Registrations2 states
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Exams
Additional Information
Laura graduated from the University of Iowa in 1995 with a bachelor of business administration degree in accounting and earned her Master of Family and Consumer Sciences degree, specializing in Family Financial Planning, from Iowa State University in 2010. Laura began her career as a CPA working for KPMG, a global accounting and tax firm located in Des Moines, Iowa. Before forming West Financial Advisors, LLC Laura served as the Director of Financial Planning with Pioneer Hi-Bred International, a global company based in Johnston, Iowa. Her passion outside of work is her family, book club, playing tennis, and running marathons.