Laura Meyers is a CFP-designated registered investment advisor at Storehouse Financial LLC, based in Fort Worth, TX, with 11 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,346 clients with $240M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Storehouse Financial may also assess a performance-based fee of 50% of investment returns over an 8% hurdle rate for qualified clients with at least $1,100,000 under management or a net worth over $2,200,000.
Fee Estimator
Location
3200 Riverfront Dr., Suite 204, Fort Worth, TX, 76107
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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
Storehouse Financial LLC
Previous Registrations
Schulz Wealth, LTD.
Strategic Advisers, INC.
State Registrations4 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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