Laurie Stegenga
Laurie Stegenga is a CFP, PFS-designated registered investment advisor at Foresight Capital Management Advisors, INC., based in Saline, MI, with 16 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 548 clients with $310M 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 | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6 million.
Fee Estimator
Contact
Laurie Stegenga
Location
1205 Industrial Drive, Saline, MI, 48176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Foresight Capital Management Advisors, INC.
State Registrations1 state
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Exams