Laura Farrelly
Laura Farrelly is a registered investment advisor at Colter Lewis Investment Partners, LLC, based in Greenwich, CT, with 14 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $2.3B 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 | 1.50% |
Fees range from 0.25% to 1.50% and are negotiable.
Fee Estimator
Location
22 West Putnam Avenue, Second Floor, Greenwich, CT, 06830
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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 →Other Business Activities
Laura is a board member for Fairfield County's Community Foundation, a charitable organization. She dedicates minimal time per week to this role, which involves providing grants to local non-profits and driving strategic initiatives.
Employment History
Current Registrations
Colter Lewis Investment Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Algonquin Advisors LLC
State Registrations5 states
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