Laura Powers
Laura Powers is a ChFC-designated registered investment advisor at Strategic Financial Services, based in Utica, NY, with 13 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 1,336 clients with $2.8B 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 $250K | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are negotiable on a client-by-client basis. Reduced pricing schedules may apply for accounts with low-cost basis securities.
Fee Estimator
Location
114 Business Park Drive, Utica, NY, 13502
Get directionsHistory
Regulatory History (1)
Criminal
September 2009Employment History
Current Registrations
Strategic Financial Services
Previous Registrations
Cadaret, Grant & CO., INC.Broker
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.
Exams
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