Laura Bovino is a registered investment advisor at St. Germain Investment Management, based in Springfield, MA, with 6 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,159 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
Number of Clients
6,159 clients
Average Client Portfolio
$503K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.60%

Fees may be negotiable. A minimum quarterly management fee of $25 applies (prorated monthly).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1500 Main St, 25th Floor, Springfield, MA, 01115-1001

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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
St. Germain Investment Management
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
St. Germain Securities, INC.Broker
June 2022 - December 2024 · 2 yrs 6 mos
Ameriprise Financial Services, LLC
February 2021 - May 2022 · 1 yr 3 mos
Ameriprise Financial Services, LLCBroker
July 2019 - June 2022 · 2 yrs 11 mos
State Registrations1 state
MA
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.