Laura Williams-Lawrence
Laura Williams-Lawrence is a registered investment advisor at Archford Capital Strategies, LLC, based in Swansea, IL, with 9 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 861 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Subject to a $2,000 minimum annual fee.
Fee Estimator
Location
13 Wolf Creek, Suite 2, Swansea, IL, 62226
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Laura serves as treasurer for Boots on the Green, a non-profit organization, and as president of the Soccer Booster Club. Laura is also a licensed insurance professional.
Employment History
Current Registrations
Archford Capital Strategies, LLC
State Registrations3 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
More Advisors
- Samuel Hanger, CFP, ChFCArchford Capital Strategies, LLC
- Paul Alegnani, CFAArchford Capital Strategies, LLC
- Deborah Sante, CFP&partners
- Kirby Mack, CFPCreative Planning
- Samuel Calhoun, CFPEdward Jones
- Ruth Chady, CFPFinancial & Business Consultants