LP
LP

Laura Peace

16 Years of Experience
Lancaster, PA

Laura Peace is a registered investment advisor at Greenspring Advisors, LLC, based in Lancaster, PA, with 16 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,218 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

Greenspring Advisors charges a percentage of your portfolio for wealth management services, not to exceed 1.32% annually. There is a $5,000 minimum annual fee. If your portfolio doesn't generate that much in fees, you can pay the difference to receive the service. Administrative services for positions not in model portfolios are charged at 0.10%.

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Location

300 Granite Run Drive, Suite 200, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Greenspring Advisors, LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Isi Financial Group INC
January 2010 - September 2022 · 12 yrs 8 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
Laura Peace - Financial Advisor | TrueAdvisor